S
High profit Low volatility stocks

HPLVS

Index Performance

+6.07%
HPLVS
+5.43%
TMLARGE
Oct 8, 2024Oct 16, 2024Oct 24, 2024Nov 1, 2024Nov 11, 2024Nov 19, 2024Nov 28, 2024Dec 6, 2024Dec 16, 2024Dec 24, 2024Jan 7, 20250%10%

Overview

Description

This index collects 9 global companies with continuous growth and low volatility.

  • TickerHPLVS
  • Inception Date12/25/2023
  • WeightingEqual
  • # of holdings9
What's inside?
Sectors
  • Retail Trade
    27.08%
  • Commercial Services
    20.43%
  • Finance
    13.83%
  • Electronic Technology
    10.62%
  • Producer Manufacturing
    10.50%
  • Consumer Non-Durables
    9.02%
  • Consumer Services
    8.52%

Holdings

All holdings as of January 7, 2025
CSV download
Walmart, Inc. (WMT)14.89%$729.51B5.46%24.91%1.07
American Express Co. (AXP)13.83%$212.76B9.21%61.49%2.74
Amazon.com, Inc. (AMZN)12.19%$2.34T11.04%49.03%3.32
Apple, Inc. (AAPL)10.62%$3.66T2.02%46.21%9.11
Caterpillar, Inc. (CAT)10.50%$175.26B-4.19%35.71%3.39
Mastercard, Inc. (MA)10.22%$469.38B12.62%96.95%17.03
Visa, Inc. (V)10.20%$611.20B10.02%77.52%15.62
The Coca-Cola Co. (KO)9.02%$262.09B-0.54%61.22%7.33
McDonald's Corp. (MCD)8.52%$207.35B2.70%56.28%10.46
Market data by FactSet