Hilton Small-Midcap Opportunity ETF SMCO

Medalist Rating as of | See Hilton Capital Investment Hub

Morningstar’s Analysis SMCO

Will SMCO outperform in the future?

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

Scant resources.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Hilton Small and Mid Cap Opportunities’ bare-bones team and unstructured process limit its appeal. This strategy includes separately managed account and exchange-traded fund vehicles.

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Portfolio Holdings SMCO

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dycom Industries Inc

2.76 4M
Industrials

Clean Harbors Inc

2.64 4M
Industrials

Cullen/Frost Bankers Inc

2.63 4M
Financial Services

nVent Electric PLC

2.62 4M
Industrials

MKS Inc

2.55 4M
Technology

West Pharmaceutical Services Inc

2.42 3M
Healthcare

HealthEquity Inc

2.34 3M
Healthcare

Teledyne Technologies Inc

2.33 3M
Technology

Idacorp Inc

2.32 3M
Utilities

Primo Brands Corp Ordinary Shares - Class A

2.15 3M
Consumer Defensive

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