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HELO ETF Holdings Information

HELO has a total of 163 holdings. The top 10 holdings account for 36.57%.
Compare
Holdings Count
163
Total Assets
2.79B
Top 10 Percentage
36.57%
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
163 Holdings as of Mar 07, 2025
163 Holdings as of Mar 07, 2025
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
7.06%
$192.97M
$3.54T
40.03%
18 Buy
11 Hold
4 Sell
Moderate Buy
Microsoft
6.92%
$189.10M
$2.95T
-3.18%
28 Buy
3 Hold
0 Sell
Strong Buy
Nvidia Corporation
6.01%
$164.44M
$2.70T
28.75%
39 Buy
3 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
4.34%
$118.68M
$2.13T
13.63%
46 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
3.27%
$89.36M
$1.59T
23.66%
44 Buy
3 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
2.11%
$57.79M
$2.11T
28.39%
26 Buy
11 Hold
0 Sell
Moderate Buy
Mastercard Inc
1.87%
$51.00M
$501.28B
16.52%
26 Buy
2 Hold
0 Sell
Strong Buy
Visa Inc.
1.73%
$47.38M
$672.34B
23.31%
25 Buy
3 Hold
0 Sell
Strong Buy
Berkshire Hathaway B
1.65%
$45.24M
$1.07T
22.94%
1 Buy
0 Hold
0 Sell
Moderate Buy
Broadcom Inc.
1.61%
$43.98M
$843.76B
48.97%
26 Buy
2 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

32.23%Technology13.65%Financial12.90%Consumer Cyclical11.15%Healthcare8.74%Communication Services7.85%Industrials3.76%Consumer Defensive3.20%Energy2.43%Utilities2.15%Real Estate1.96%Basic Materials32.23%Technology
Technology
32.23%
Financial
13.65%
Consumer Cyclical
12.90%
Healthcare
11.15%
Communication Services
8.74%
Industrials
7.85%
Consumer Defensive
3.76%
Energy
3.20%
Utilities
2.43%
Real Estate
2.15%
Basic Materials
1.96%

Countries Breakdown

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

Breakdown By Smart Score

12.65%Outperform1031.20%Outperform911.52%Outperform89.33%Neutral716.38%Neutral64.88%Neutral57.69%Neutral44.62%Underperform31.73%Underperform27
The weighted average smart score of the HELO ETF is 7
10
12.65%
9
31.20%
8
11.52%
7
9.33%
6
16.38%
5
4.88%
4
7.69%
3
4.62%
2
1.73%
1
0.00%

HELO ETF FAQ

What are ETF HELO’s top 3 holdings?
HELO’s top 3 holdings are AAPL, MSFT, NVDA.
    What is ETF HELO’s holdings count?
    ETF HELO’s is holdings 163 different assets.
      What are the total assets of ETF HELO?
      ETF HELO’s total assets are 2.79B.
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