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HELO
JPMorgan Hedged Equity Laddered Overlay ETF
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Holding HELO?
Track your performance easily
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HELO Holdings Information

HELO has a total of 161 holdings. The top 10 holdings account for 38.90%.
Holdings Count
161
Total Assets
2.24B
Top 10 Percentage
38.90%
Asset Class
Equity
Category
Size And Style
Region
North America
See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.Go Premium
161 Holdings as of Dec 30, 2024
161 Holdings as of Dec 30, 2024
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
AAPL
Apple Inc
7.36%
$164.81M
―
$3.81T
30.99%
19 Buy
8 Hold
2 Sell
Moderate Buy
―
NVDA
Nvidia Corporation
7.17%
$160.54M
―
$3.37T
177.63%
37 Buy
3 Hold
0 Sell
Strong Buy
―
MSFT
Microsoft
7.13%
$159.70M
―
$3.16T
12.97%
27 Buy
2 Hold
0 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
4.65%
$104.14M
―
$2.33T
45.65%
45 Buy
1 Hold
0 Sell
Strong Buy
―
META
Meta Platforms, Inc.
3.02%
$67.71M
―
$1.49T
67.03%
38 Buy
3 Hold
1 Sell
Strong Buy
―
GOOGL
Alphabet Inc. Class A
2.27%
$50.80M
―
$2.35T
36.90%
25 Buy
6 Hold
0 Sell
Strong Buy
―
TSLA
Tesla Motors
2.18%
$48.80M
―
$1.34T
67.98%
13 Buy
11 Hold
9 Sell
Hold
―
AVGO
Broadcom Inc.
1.80%
$40.22M
―
$1.10T
111.04%
23 Buy
3 Hold
0 Sell
Strong Buy
―
MA
Mastercard Inc
1.74%
$39.02M
―
$482.37B
23.22%
22 Buy
2 Hold
0 Sell
Strong Buy
―
V
Visa Inc.
1.56%
$34.94M
―
$618.33B
21.11%
19 Buy
4 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

34.31%Technology13.89%Consumer Cyclical12.88%Financial10.06%Healthcare8.68%Communication Services7.77%Industrials3.22%Consumer Defensive3.09%Energy2.31%Utilities1.97%Real Estate1.83%Basic Materials34.31%Technology
Technology
34.31%
Consumer Cyclical
13.89%
Financial
12.88%
Healthcare
10.06%
Communication Services
8.68%
Industrials
7.77%
Consumer Defensive
3.22%
Energy
3.09%
Utilities
2.31%
Real Estate
1.97%
Basic Materials
1.83%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

19.12%Outperform1025.67%Outperform99.50%Outperform819.24%Neutral79.95%Neutral67.28%Neutral54.13%Neutral42.75%Underperform31.49%Underperform20.87%Underperform18
The weighted average smart score of the HELO ETF is 8
10
19.12%
9
25.67%
8
9.50%
7
19.24%
6
9.95%
5
7.28%
4
4.13%
3
2.75%
2
1.49%
1
0.87%

HELO ETF FAQ

What are ETF HELO’s top 3 holdings?
HELO’s top 3 holdings are AAPL, NVDA, MSFT.
    What is ETF HELO’s holdings count?
    ETF HELO’s is holdings 161 different assets.
      What are the total assets of ETF HELO?
      ETF HELO’s total assets are 2.24B.

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