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BEEZHoneytree U.S. Equity ETF

Grow my money#2579 of 2944 for Grow my money

Seeks capital appreciation through investments in responsibly growing U.S. companies.

Honeytree · Since 2023 (2 years)

Annual Cost

0.64%

#3044 out of 5,332 ETFs

Fund Size

$6M

#4772 out of 5,332 ETFs

Dividend Yield

0.57%

Track Record

2 years

#3371 out of 5,332 ETFs

Performance

1 Year

+8.7%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap
Focus
ESG

Asset allocation

Stocks
99.4%
Cash
0.6%

Sector breakdown

Industrials
31.4%
Technology
24.0%
Healthcare
15.2%
Financial Services
12.1%
Basic Materials
8.2%
Real Estate
4.8%
Consumer Defensive
4.3%

Top holdings

Equinix IncEQIX4.8%
Comfort Systems USA IncFIX4.5%
Linde PLCLIN4.5%
Cboe Global Markets IncCBOE4.3%
Intuit IncINTU4.3%
Costco Wholesale CorpCOST4.3%
Fastenal CoFAST4.2%
Badger Meter IncBMI4.1%
ServiceNow IncNOW4.1%
Lam Research CorpLRCX4.0%

Risk profile

Volatility (1Y)

13.3%

Moderate

Max drawdown

-18.6%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05