Index Performance
+6.07%
HPLVS
+5.43%
TMLARGE
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 Trade27.08%
- Commercial Services20.43%
- Finance13.83%
- Electronic Technology10.62%
- Producer Manufacturing10.50%
- Consumer Non-Durables9.02%
- Consumer Services8.52%
Holdings
All holdings as of January 7, 2025
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Walmart, Inc. (WMT) | 14.89% | $729.51B | 5.46% | 24.91% | 1.07 |
American Express Co. (AXP) | 13.83% | $212.76B | 9.21% | 61.49% | 2.74 |
Amazon.com, Inc. (AMZN) | 12.19% | $2.34T | 11.04% | 49.03% | 3.32 |
Apple, Inc. (AAPL) | 10.62% | $3.66T | 2.02% | 46.21% | 9.11 |
Caterpillar, Inc. (CAT) | 10.50% | $175.26B | -4.19% | 35.71% | 3.39 |
Mastercard, Inc. (MA) | 10.22% | $469.38B | 12.62% | 96.95% | 17.03 |
Visa, Inc. (V) | 10.20% | $611.20B | 10.02% | 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% | $207.35B | 2.70% | 56.28% | 10.46 |
Market data by FactSet