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HCM Defender 500 Index ETF (LGH)

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ISINUS66538R7301
TER0.01%
ReplicationSynthetic
DistributionAccumulating
Launch Year2019
AUM$0.47 billion
ProviderHoward Capital Management
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

HCM Defender 500 Index ETF Price Chart

Live Price (Delayed)
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Description

The fund seeks to achieve its investment objective by investing at least 80% of its net assets, including borrowings for investment purposes but exclusive of collateral held from securities lending, in securities included in the HCM 500 Index. The HCM 500 Index seeks to outperform the Solactive US Large Cap Index using a proprietary methodology.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ Eli Lilly and Company
1.50%
๐Ÿ“ˆ Apple Inc
5.75%
๐Ÿ“ˆ Amazon.com Inc
3.61%
๐Ÿ“ˆ Broadcom Inc
1.92%
๐Ÿ“ˆ Meta Platforms Inc.
2.51%
๐Ÿ“ˆ Microsoft Corporation
6.34%
๐Ÿ“ˆ NVIDIA Corporation
6.24%
๐Ÿ“ˆ Direxion Daily S&P500ยฎ Bull 3X Shares
19.68%
๐Ÿ“ˆ Tesla Inc
1.70%
๐Ÿ“ˆ Alphabet Inc Class A
1.94%

Sector Allocation

โšก Energy
3.15%
๐Ÿ”Œ Utilities
1.99%
๐Ÿ’Š Healthcare
10.05%
๐Ÿ’ป Technology
35.89%
๐Ÿ—๏ธ Industrials
6.90%
๐Ÿ˜๏ธ Real Estate
1.83%
๐Ÿ“Š Basic Materials
1.61%
๐Ÿ“Š Consumer Cyclicals
10.76%
๐Ÿ“Š Consumer Defensive
5.38%
๐Ÿ“Š Financial Services
12.66%
๐Ÿ“ก Communication Services
9.78%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
3.46%
๐Ÿ’ฐ Other
0.88%
๐Ÿ’ฐ Stock US
95.33%
๐Ÿ’ฐ Stock non-US
0.32%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month10.18%
3 Months-4.75%
6 Months-5.51%
1 Year3.96%
3 Years49.31%
5 Years116.42%
Since Inception103.47%

๐Ÿ“Š Wealth Projection Calculator

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๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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