HEDG Series Portfolios Trust

24

NYSE | ETF

Price
$29.47
Increased by +0.24%
Dollar volume (20D)
1.29 M
ADR%
0.61
Technology - 34.90%Financial Services - 13.25%Communication Services - 10.81%Consumer Cyclicals - 10.49%Healthcare - 9.56%Industrials - 7.66%Consumer Defensive - 4.67%Energy - 2.90%Utilities - 2.25%Real Estate - 1.82%Basic Materials - 1.68%
Technology - 34.90%
Financial Services - 13.25%
Communication Services - 10.81%
Consumer Cyclicals - 10.49%
Healthcare - 9.56%
Industrials - 7.66%
Consumer Defensive - 4.67%
Energy - 2.90%
Utilities - 2.25%
Real Estate - 1.82%
Basic Materials - 1.68%

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 55.35%
IVV iShares Trust - iShares Core S&P 500 ETF 42.46%
OPER ClearShares Ultra-Short Maturity ETF 0.58%
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