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HCM LargeLarge GrowthAQLG · Nasdaq

HCM Large Cap Growth ETF (AQLG)

Price
$26.30
11 Sept 2026
Assets
Total net assets
Expense ratio
0.65%
Category 0.90%
Yield
Trailing distributions
3Y CAGR
Category 21.9%
5Y CAGR
Category 9.9%
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HCM Large Cap Growth ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.7%+4.2%+5.2%
Large Growth average-2.1%1.2%15.6%9.0%12.3%21.9%9.9%16.6%12.8%
Difference+0.4%+3.0%-7.6%

Holdings

The 10 largest positions make up 35.3% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
AAPLApple Inc5.11%
GOOGLAlphabet Inc Class A4.61%
IVViShares Core S&P 500 ETF3.65%
KMIKinder Morgan Inc Class P3.31%
CCitigroup Inc3.26%
AVGOBroadcom Inc3.17%
BACBank of America Corp3.16%
FHNFirst Horizon Corp3.10%
MSFTMicrosoft Corp2.99%
NVDANVIDIA Corp2.91%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
19.9
P/B
3.1
P/S
2.6
P/CF
15.0

Sector allocation

Share of the equity the fund holds.

29.3%Technology11 sectors
  1. Technology29.3%
  2. Financial services25.7%
  3. Energy12.1%
  4. Consumer discretionary8.7%
  5. Communication services8.5%
  6. Health care7.5%
  7. Industrials5.0%
  8. Consumer staples2.2%
  9. Real estate0.8%
  10. Utilities0.1%
  11. Materials0.1%

Asset mix

  • Stocks99.5%
  • Cash0.5%

ETF details

Issuer
HCM Large
Category
Equity · Large Growth
Ticker
AQLG
Exchange
Nasdaq
Inception
8 Jun 2026 (0.3 years)
Structure
Exchange Traded Fund
Expense ratio
0.65% (category 0.90%)
Holdings turnover
0% (category 62%)
Distribution yield
Total net assets

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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