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HOM
$8.64-$0.01 (-0.12%)prev close
Change$-1.20
Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Sector
Asset Management - Income
LifeGoal Home Down Payment Investment ETF
This investment vehicle is designed to assist individuals in accumulating funds for a home down payment. Under typical market conditions, its portfolio is strategically diversified: between 60% and 95% of its capital is allocated to fixed-income instruments and highly liquid cash equivalents. A smaller segment, ranging from 5% to 35%, is invested in equity securities. Additionally, up to 35% of its assets may be channeled into underlying funds that offer exposure to commodities, real estate investment trusts (REITs), and higher-yielding debt. The fund's manager intentionally prioritizes a significant allocation to fixed income, aiming to mitigate sharp fluctuations in returns.
- IPO / List date
- Sep 8, 2021
- HQ
- US
Held by traders on TradeandTell
No one on the platform currently holds HOM.
Super investors & insiders
Institutions holding (13F)
No tracked institution reports a position in HOM as of their last filing.
Insider activity (SEC Form 4)
Recent trades on TradeandTell
No one on the platform has traded HOM yet.
