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LifeGoal Home Down Payment Investment (HOM) ETF Holdings & Analysis
ETFOther
What HOM does
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.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| D | 97.46% | |
| Receivables/Payables | 2.54% |
Sector allocation
| Basic Materials | 10.63% |
| Cash & Others | 0.02% |
| Communication Services | 1.47% |
| Consumer Cyclical | 22.90% |
| Consumer Defensive | 6.36% |
| Energy | 6.78% |
| Financial Services | 9.95% |
| Healthcare | 6.04% |
| Industrials | 14.22% |
| Real Estate | 8.16% |
| Technology | 5.35% |
Geographic allocation
| United States | 102.67% |
| Other | -2.67% |
PortView Portfolio Insights
PortView analyzes how HOM fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze HOM in PortView →Related securities
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Frequently asked questions
- What does HOM track?
- HOM is the LifeGoal Home Down Payment Investment ETF, a Other ETF.
- What is the expense ratio of HOM?
- Expense ratio data for HOM is shown on the page when available from our data provider.
- What are the largest holdings in HOM?
- Top holdings include D, RECPAY.
- How can PortView analyze HOM overlap with other ETFs?
- PortView computes the holdings overlap between HOM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.