HEDG Series Portfolios Trust

81

NYSE | ETF

Price
$29.53
Increased by +0.02%
Dollar volume (20D)
969.90 K
ADR%
0.55
Technology - 35.90%Financial Services - 12.82%Communication Services - 10.99%Consumer Cyclicals - 10.37%Healthcare - 9.42%Industrials - 7.35%Consumer Defensive - 4.76%Energy - 2.85%Utilities - 2.24%Real Estate - 1.84%Basic Materials - 1.46%
Technology - 35.90%
Financial Services - 12.82%
Communication Services - 10.99%
Consumer Cyclicals - 10.37%
Healthcare - 9.42%
Industrials - 7.35%
Consumer Defensive - 4.76%
Energy - 2.85%
Utilities - 2.24%
Real Estate - 1.84%
Basic Materials - 1.46%

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 56.18%
IVV iShares Trust - iShares Core S&P 500 ETF 41.07%
OPER ClearShares Ultra-Short Maturity ETF 0.60%
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