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HELO ETF Holdings Information

HELO has a total of 160 holdings. The top 10 holdings account for 36.75%.
Compare
Holdings Count
160
Total Assets
2.80B
Top 10 Percentage
36.75%
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
160 Holdings as of Apr 11, 2025
160 Holdings as of Apr 11, 2025
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Microsoft
7.29%
$187.61M
$2.89T
-7.93%
32 Buy
3 Hold
0 Sell
Strong Buy
Nvidia Corporation
6.42%
$165.07M
$2.71T
25.79%
37 Buy
4 Hold
0 Sell
Strong Buy
Apple Inc
6.25%
$160.77M
$2.98T
12.23%
17 Buy
12 Hold
4 Sell
Moderate Buy
Amazon.Com, Inc.
4.28%
$110.16M
$1.96T
-0.68%
45 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
3.17%
$81.44M
$1.38T
6.19%
42 Buy
3 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
2.05%
$52.68M
$1.93T
-0.37%
27 Buy
10 Hold
0 Sell
Moderate Buy
Berkshire Hathaway B
1.87%
$48.19M
$1.13T
29.97%
2 Buy
1 Hold
0 Sell
Moderate Buy
Unitedhealth Group Inc.
1.84%
$47.25M
$548.34B
36.49%
21 Buy
1 Hold
0 Sell
Strong Buy
Mastercard Inc
1.82%
$46.84M
$464.74B
9.53%
25 Buy
4 Hold
0 Sell
Strong Buy
Visa Inc.
1.75%
$45.06M
$651.32B
20.81%
25 Buy
4 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

31.89%Technology13.66%Financial12.68%Consumer Cyclical11.09%Healthcare8.87%Communication Services7.83%Industrials4.20%Consumer Defensive3.19%Energy2.60%Utilities2.11%Real Estate1.87%Basic Materials31.89%Technology
Technology
31.89%
Financial
13.66%
Consumer Cyclical
12.68%
Healthcare
11.09%
Communication Services
8.87%
Industrials
7.83%
Consumer Defensive
4.20%
Energy
3.19%
Utilities
2.60%
Real Estate
2.11%
Basic Materials
1.87%

Countries Breakdown

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

Breakdown By Smart Score

9.72%Outperform1029.48%Outperform917.50%Outperform811.16%Neutral76.91%Neutral614.00%Neutral56.40%Neutral41.23%Underperform31.54%Underperform22.06%Underperform17
The weighted average smart score of the HELO ETF is 7
10
9.72%
9
29.48%
8
17.50%
7
11.16%
6
6.91%
5
14.00%
4
6.40%
3
1.23%
2
1.54%
1
2.06%

HELO ETF FAQ

What are ETF HELO’s top 3 holdings?
HELO’s top 3 holdings are MSFT, NVDA, AAPL.
    What is ETF HELO’s holdings count?
    ETF HELO’s is holdings 160 different assets.
      What are the total assets of ETF HELO?
      ETF HELO’s total assets are 2.80B.
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