HEDG Series Portfolios Trust

79

NYSE | ETF

Price
$29.25
Increased by +0.34%
Dollar volume (20D)
2.23 M
ADR%
0.71
Technology - 35.51%Financial Services - 12.81%Communication Services - 10.59%Consumer Cyclicals - 10.20%Healthcare - 9.82%Industrials - 7.40%Consumer Defensive - 4.93%Energy - 2.94%Utilities - 2.42%Real Estate - 1.90%Basic Materials - 1.49%
Technology - 35.51%
Financial Services - 12.81%
Communication Services - 10.59%
Consumer Cyclicals - 10.20%
Healthcare - 9.82%
Industrials - 7.40%
Consumer Defensive - 4.93%
Energy - 2.94%
Utilities - 2.42%
Real Estate - 1.90%
Basic Materials - 1.49%

The fund seeks to achieve its investment objective by investing in equity securities ofU. S. issuers based on the S&P 500 Index (the index) while hedging overall market exposure by writing (selling) exchange traded call options based on the same securities.

Under normal market conditions, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities based on the index.

Top 3 Holdings

Asset Name Sector Industry Weight
SPY SPDR S&P 500 ETF Trust 56.48%
IVV iShares Trust - iShares Core S&P 500 ETF 40.25%
OPER ClearShares Ultra-Short Maturity ETF 0.63%
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