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%
#3,820 of 5,690 · expensive
Fund Size
$2M
#5,472 of 5,690 · small
Return (1Y)Goal
N/A
Track Record
2 months
#5,529 of 5,690 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,077+0.8%
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 = 31.3% of fund✓ well diversified
Devon Energy CorpDVN
4.6%
West Pharmaceutical Services IncWST
3.4%
JB Hunt Transport Services IncJBHT
3.3%
CoreWeave Inc Ordinary Shares - Class ACRWV
3.3%
Old Dominion Freight Line Inc Ordinary SharesODFL
3.1%
FedEx CorpFDX
2.8%
CSX CorpCSX
2.8%
Burlington Stores IncBURL
2.7%
Freeport-McMoRan IncFCX
2.7%
Union Pacific CorpUNP
2.6%
Asset allocation
Stocks
100.0%
By sector
Industrials
19.8%
Energy
19.1%
Utilities
18.9%
Consumer Defensive
14.1%
Basic Materials
7.4%
Real Estate
7.3%
Consumer Cyclical
6.8%
Healthcare
3.4%
Other
3.3%
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
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Data updated on 2026-07-08