Morningstar

HCM Defender 100 Index ETF QQH

Morningstar Medalist Rating
Medalist Rating as of | See Howard Capital Management Investment Hub

Morningstar’s Analysis QQH

Will QQH outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QQH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QQH management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of QQH’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

HCM Defender 100 Index ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings QQH

More QQH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ProShares UltraPro QQQ

18.66 147M
—

Apple Inc

9.98 78M
Technology

NVIDIA Corp

8.16 64M
Technology

Microsoft Corp

7.70 61M
Technology

Meta Platforms Inc Class A

4.63 36M
Communication Services

Amazon.com Inc

4.28 34M
Consumer Cyclical

Tesla Inc

3.33 26M
Consumer Cyclical

Micron Technology Inc

3.14 25M
Technology

Broadcom Inc

2.95 23M
Technology

Advanced Micro Devices Inc

2.57 20M
Technology

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