Hcm Defender 100 Etf Profile
| QQH Etf | USD 66.29 0.78 1.19% |
Performance11 of 100
| Odds Of DistressLess than 9
|
HCM Defender is trading at 66.29 as of the 30th of November 2024. This is a 1.19 percent increase since the beginning of the trading day. The etf's open price was 65.51. HCM Defender has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for HCM Defender 100 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, including borrowings for investment purposes but exclusive of collateral held from securities lending, in securities included in the index. Hcm Defender is traded on NYSEARCA Exchange in the United States.. More on HCM Defender 100
Moving together with HCM Etf
HCM Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Target Outcome ETFs, Asset Allocation ETFs, Large Growth, Howard Capital Management (View all Sectors) |
| Issuer | Howard Capital Management |
| Inception Date | 2019-10-10 |
| Benchmark | HCM Defender 100 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 546.78 Million |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Outcome |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Ultimus Fund Solutions, LLC |
| Advisor | Howard Capital Management, Inc. |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | Northern Lights Distributors, LLC |
| Portfolio Manager | Vance Howard |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 31-Jan |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 95.0 |
| Market Maker | GTS |
| Total Expense | 0.96 |
| Management Fee | 0.77 |
| Country Name | USA |
| Returns Y T D | 30.31 |
| Name | HCM Defender 100 Index ETF |
| Currency Code | USD |
| Open Figi | BBG00QJCZD62 |
| In Threey Volatility | 21.83 |
| 1y Volatility | 17.6 |
| 200 Day M A | 59.0537 |
| 50 Day M A | 63.9333 |
| Code | QQH |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.15 |
HCM Defender 100 [QQH] is traded in USA and was established 2019-10-09. The fund is classified under Large Growth category within Howard Capital Management family. The entity is thematically classified as Target Outcome ETFs. HCM Defender 100 at this time have 241.81 M in assets. , while the total return for the last 3 years was 6.0%.
Check HCM Defender Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on HCM Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding HCM Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as HCM Defender 100 Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top HCM Defender 100 Etf Constituents
| MSFT | Microsoft | Stock | Information Technology | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TQQQ | ProShares UltraPro QQQ | Etf | Trading--Leveraged Equity | |
| QLD | ProShares Ultra QQQ | Etf | Trading--Leveraged Equity | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology |
HCM Defender Top Holders
| TFAEX | Tactical Growth Allocation | Mutual Fund | Multistrategy | |
| TFAFX | Tactical Growth Allocation | Mutual Fund | Allocation--85%+ Equity |
HCM Defender 100 Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in HCM Defender. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1042 | |||
| Jensen Alpha | 0.02 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | 0.0226 |
HCM Defender Against Markets
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in HCM Defender 100. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in producer price index. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
The market value of HCM Defender 100 is measured differently than its book value, which is the value of HCM that is recorded on the company's balance sheet. Investors also form their own opinion of HCM Defender's value that differs from its market value or its book value, called intrinsic value, which is HCM Defender's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HCM Defender's market value can be influenced by many factors that don't directly affect HCM Defender's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between HCM Defender's value and its price as these two are different measures arrived at by different means. Investors typically determine if HCM Defender is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HCM Defender's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.