| FGXXX | First American Government Obligs X | 13.82% |
| JAAA | Janus Henderson AAA CLO ETF | 10.54% |
| UUP | Invesco DB US Dollar Bullish | 9.89% |
| AVUV | Avantis US Small Cap Value ETF | 6.45% |
| IHF | iShares US Healthcare Providers ETF | 6.32% |
| NOBL | ProShares S&P 500 Dividend Aristocrats | 5.61% |
| PAVE | Global X US Infrastructure Dev ETF | 5.35% |
| XBI | State Street® SPDR® S&P® Biotech ETF | 4.85% |
| VCLT | Vanguard Long-Term Corporate Bd ETF | 4.37% |
| EUFN | iShares MSCI Europe Financials ETF | 4.24% |
HECA is a multi-asset strategy designed to maximize returns over rolling 12-month periods while limiting drawdowns to no more than 15%. Investments include asset classes such as equities, fixed income, commodities, and currencies. The strategy centers on a proprietary Quad model, a regime-based, quantitative framework that analyzes the rate-of-change in economic growth, inflation, and monetary policy trends. Portfolio allocation is based on these macro signals, identifying asset classes based on the respective market environment. Additionally, it enhances this framework with internal and external research to identify emerging themes and investment opportunities. The fund primarily invests through US-listed ETFs but may also hold individual equity and debt securities. The fund also uses an options overlay to hedge downside risk, adjust exposures, or enhance returns. Note that the portfolio is not subject to any predetermined allocation limits across specific regions.
Hedgeye Capital Allocation ETF · Issued by Hedgeye
No recent news for HECA. The ingest cron pulls every 15 minutes during market hours.