HALXTuttle Capital Heavy Assets Low Obsolescence ETF
Tracks the Tuttle Capital Heavy Assets Low Obsolescence Index.
By Tuttle Capital Management, LLC · Launched 2026
Annual Cost
0.75%
#3,984 of 5,942 · expensive
Fund Size
$3M
#5,454 of 5,942 · small
Return (1Y)Goal
N/A
Track Record
3 months
#5,514 of 5,942 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,462+4.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Index tracked
Tuttle Capital Heavy Assets Low Obsolescence Index
What it actually holds
By weightConcentration
Top 10 holdings = 27.4% of fund✓ well diversified
Chipotle Mexican Grill IncCMG
3.0%
Union Pacific CorpUNP
2.8%
Target CorpTGT
2.7%
Cheniere Energy IncLNG
2.7%
EOG Resources IncEOG
2.7%
American Water Works Co IncAWK
2.7%
Norfolk Southern CorpNSC
2.7%
Air Products and Chemicals IncAPD
2.7%
Burlington Stores IncBURL
2.7%
CSX CorpCSX
2.7%
Asset allocation
Stocks
100.0%
By sector
Energy
20.9%
Utilities
20.4%
Industrials
19.4%
Consumer Defensive
9.9%
Basic Materials
9.8%
Consumer Cyclical
9.7%
Real Estate
7.3%
Healthcare
2.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-2.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the Tuttle Capital Heavy Assets Low Obsolescence Index.
- Strategy
- Seeks to provide investment results that correspond generally to the performance of the Tuttle Capital Heavy Assets Low Obsolescence Index. The Fund is a passively managed exchange-traded fund.
- Inception date
- May 18, 2026
- Fund family
- Tuttle Capital Management, LLC
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at HALX. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-24