LGHHCM Defender 500 Index ETF
Grow my money#1630 of 2944 for Grow my money
Seeks to outperform the Solactive US Large Cap Index using the HCM 500 Index.
Howard Capital Management · Since 2019 (6 years)
Annual Cost
1.00%
#4747 out of 5,332 ETFs
Fund Size
$522M
#1396 out of 5,332 ETFs
Dividend Yield
0.42%
Track Record
6 years
#2017 out of 5,332 ETFs
Performance
1 Year
+29.3%
3 Years
+21.3%
5 Years
+10.2%
What's inside
Asset class
Region
Strategy
tactical allocation
Asset allocation
Cash
59.5%
Stocks
40.5%
Top holdings
NVIDIA CorpNVDA3.3%
Apple IncAAPL2.9%
Microsoft CorpMSFT2.2%
Amazon.com IncAMZN1.6%
Alphabet Inc Class AGOOGL1.2%
Alphabet Inc Class CGOOG1.2%
Broadcom IncAVGO1.1%
Meta Platforms Inc Class AMETA1.0%
Tesla IncTSLA1.0%
Eli Lilly and CoLLY0.8%
Risk profile
Volatility (1Y)
16.1%
Moderate
Max drawdown
-29.6%
Worst peak-to-trough loss
Sharpe (3Y)
1.02
Excellent risk-adjusted returns
Sortino (3Y)
1.43
Good downside protection
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Data updated on 2026-05-05