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HELO
JPMorgan Hedged Equity Laddered Overlay ETF
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Holding HELO?
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HELO Holdings Information

HELO has a total of 163 holdings. The top 10 holdings account for 37.33%.
Holdings Count
163
Total Assets
1.94B
Top 10 Percentage
37.33%
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 Nov 21, 2024
163 Holdings as of Nov 21, 2024
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
NVDA
Nvidia Corporation
7.78%
$150.73M
―
$3.59T
201.07%
40 Buy
4 Hold
0 Sell
Strong Buy
―
MSFT
Microsoft
6.95%
$134.58M
―
$3.07T
9.27%
27 Buy
3 Hold
0 Sell
Strong Buy
―
AAPL
Apple Inc
6.80%
$131.71M
―
$3.45T
19.45%
24 Buy
8 Hold
2 Sell
Moderate Buy
―
AMZN
Amazon.Com, Inc.
4.33%
$83.86M
―
$2.09T
35.22%
44 Buy
1 Hold
0 Sell
Strong Buy
―
META
Meta Platforms, Inc.
2.81%
$54.43M
―
$1.42T
64.89%
40 Buy
3 Hold
1 Sell
Strong Buy
―
GOOGL
Alphabet Inc. Class A
2.11%
$40.85M
―
$2.06T
21.04%
27 Buy
7 Hold
0 Sell
Strong Buy
―
TSLA
Tesla Motors
1.75%
$33.95M
―
$1.09T
45.02%
11 Buy
14 Hold
9 Sell
Hold
―
MA
Mastercard Inc
1.71%
$33.16M
―
$472.77B
25.53%
21 Buy
4 Hold
0 Sell
Strong Buy
―
UNH
Unitedhealth Group Inc.
1.56%
$30.30M
―
$549.86B
9.88%
18 Buy
1 Hold
0 Sell
Strong Buy
―
BRK.B
Berkshire Hathaway B
1.53%
$29.60M
―
$1.02T
30.48%
1 Buy
1 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

33.76%Technology13.17%Financial13.02%Consumer Cyclical10.38%Healthcare8.30%Communication Services8.02%Industrials3.48%Consumer Defensive3.46%Energy2.44%Utilities2.14%Real Estate1.83%Basic Materials33.76%Technology
Technology
33.76%
Financial
13.17%
Consumer Cyclical
13.02%
Healthcare
10.38%
Communication Services
8.30%
Industrials
8.02%
Consumer Defensive
3.48%
Energy
3.46%
Utilities
2.44%
Real Estate
2.14%
Basic Materials
1.83%

Countries Breakdown

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

Breakdown By Smart Score

17.03%Outperform1014.74%Outperform913.92%Outperform813.84%Neutral723.91%Neutral67.93%Neutral52.85%Neutral42.79%Underperform31.59%Underperform21.41%Underperform17
The weighted average smart score of the HELO ETF is 7
10
17.03%
9
14.74%
8
13.92%
7
13.84%
6
23.91%
5
7.93%
4
2.85%
3
2.79%
2
1.59%
1
1.41%

HELO ETF FAQ

What are ETF HELO’s top 3 holdings?
HELO’s top 3 holdings are NVDA, MSFT, AAPL.
    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 1.94B.

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