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| Time Frame | HELO | S&P500 |
|---|---|---|
| 1-Week Return | 0.83% | 2.89% |
| 1-Month Return | 1.26% | 3.53% |
| 3-Month Return | 3.77% | 8.18% |
| 6-Month Return | 11.38% | 23.98% |
| 1-Year Return | 6.04% | 18.12% |
| 3-Year Return | 31.99% | 77.97% |
| Sector | Weight |
|---|---|
|
Information Technology | 35.76% |
|
Financials | 12.65% |
|
Consumer discretionary | 11.66% |
|
Communication services | 10.31% |
|
Health care | 9.13% |
|
All Others | 20.49% |
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