HDUS Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$195.4M
Expense ratio0.19%
Dividend yield1.35%
InceptionNov 16, 2022

Top holdings (241 total)

#NameWeight
1
NVDA
Nvidia Corp
6.74%
2
GOOGL
Alphabet inc Class a
5.64%
3
AAPL
Apple inc
5.48%
4
MSFT
Microsoft Corp
4.70%
5
AMZN
Amazon.com inc
3.42%
6
AVGO
Broadcom inc
2.31%
7
META
Meta Platforms inc Class a
2.09%
8
JNJ
Johnson & Johnson
1.39%
9
TSLA
Tesla inc
1.38%
10
TROW
T. Rowe Price Group inc
1.21%
Page 1 of 25 · 241 total

Sector breakdown

#NameWeight
1
Information Technology
33.60%
2
Financials
14.10%
3
Communication Services
10.70%
4
Consumer Discretionary
9.50%
5
Industrials
7.50%
6
Healthcare
7.10%
7
Consumer Staples
5.50%
8
Energy
2.90%
9
Utilities
2.10%
10
Materials
1.90%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

15 articles · sorted by date

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer