NYSE ARCA | ETF
The index is composed of the companies of the S&P 500, subject to a 3% company weight cap.
The fund seeks to track the investment results of the S&P 500 3% Capped Index, which is based on a float-adjusted market capitalization-weighted parent index, the S&P 500.
The fund generally will invest at least 80% of its assets in the component securities of its underlying index.
The fund is non-diversified.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| AAPL | Apple Inc. | Technology | Consumer Electronics | 3.12% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 3.03% |
| AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 2.97% |
| NVDA | NVIDIA Corporation | Technology | Semiconductors | 2.96% |
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 2.80% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 2.47% |
| TSLA | Tesla Inc | Consumer Cyclical | Auto Manufacturers | 2.07% |
| MU | Micron Technology Inc | Technology | Semiconductors | 2.00% |
| LLY | Eli Lilly and Company | Healthcare | Drug Manufacturers - General | 1.80% |
| BRKB | BRKB | 1.69% | ||
| BRK-B | Berkshire Hathaway Inc | Financial Services | Insurance - Diversified | 1.67% |
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 1.66% |
| GOOGL | Alphabet Inc Class A | Communication Services | Internet Content & Information | 1.64% |
| AMD | Advanced Micro Devices Inc | Technology | Semiconductors | 1.58% |
| GOOG | Alphabet Inc Class C | Communication Services | Internet Content & Information | 1.31% |
| JNJ | Johnson & Johnson | Healthcare | Drug Manufacturers - General | 1.19% |
| XOM | Exxon Mobil Corp | Energy | Oil & Gas Integrated | 1.09% |
| V | Visa Inc. Class A | Financial Services | Credit Services | 1.08% |
| INTC | Intel Corporation | Technology | Semiconductors | 0.97% |
| WMT | Walmart Inc. | Consumer Defensive | Discount Stores | 0.93% |