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HELO Holdings Information

Compare
Holdings Count
156
Total Assets
3.84B
Top 10 Percentage
38.16%
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
156 Holdings as of Mar 04, 2026
156 Holdings as of Mar 04, 2026
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
7.81%
$299.38M
$4.38T
56.04%
39 Buy
1 Hold
1 Sell
Strong Buy
Apple Inc
6.68%
$255.93M
$3.85T
11.36%
15 Buy
9 Hold
1 Sell
Moderate Buy
Microsoft
5.44%
$208.48M
$3.00T
1.04%
33 Buy
3 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
3.95%
$151.43M
$2.24T
4.06%
40 Buy
3 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
3.14%
$120.35M
$3.67T
75.20%
26 Buy
6 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.74%
$105.04M
$1.49T
65.74%
29 Buy
2 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.61%
$99.97M
$1.69T
1.71%
39 Buy
5 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
2.06%
$78.92M
$3.67T
73.41%
12 Buy
1 Hold
0 Sell
Strong Buy
Exxon Mobil Corp.
1.89%
$72.49M
$632.64B
42.09%
12 Buy
6 Hold
1 Sell
Moderate Buy
Tesla, Inc.
1.83%
$70.31M
$1.52T
45.45%
13 Buy
11 Hold
7 Sell
Hold
Rows:
10

Sector Breakdown

33.38%Technology11.73%Financial11.59%Consumer Cyclical10.50%Communication Services9.79%Healthcare8.41%Industrials4.06%Consumer Defensive3.51%Energy2.49%Utilities2.02%Basic Materials1.92%Real Estate0.60%General33.38%Technology
Technology
33.38%
Financial
11.73%
Consumer Cyclical
11.59%
Communication Services
10.50%
Healthcare
9.79%
Industrials
8.41%
Consumer Defensive
4.06%
Energy
3.51%
Utilities
2.49%
Basic Materials
2.02%
Real Estate
1.92%
General
0.60%

Countries Breakdown

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

Breakdown By Smart Score

11.98%Outperform1019.57%Outperform912.04%Outperform822.70%Neutral712.11%Neutral66.35%Neutral511.38%Neutral40.75%Underperform31.49%Underperform21.63%Underperform17
The weighted average smart score of the HELO ETF is 7
10
11.98%
9
19.57%
8
12.04%
7
22.70%
6
12.11%
5
6.35%
4
11.38%
3
0.75%
2
1.49%
1
1.63%

HELO ETF FAQ

What are ETF HELO’s top 3 holdings?
HELO’s top 3 holdings are NVDA, AAPL, MSFT.
    What is ETF HELO’s holdings count?
    ETF HELO’s is holdings 156 different assets.
      What are the total assets of ETF HELO?
      ETF HELO’s total assets are 3.84B.
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