ATLASHCM Defender 500 Index ETF (LGH): outlook, holdings and fees
HCM Defender 500 Index ETF (LGH) is an exchange-traded fund and is managed by Howard Capital Management. The expense ratio is 0.94% and the yield is 0.36%. The ten largest holdings are 54% of the fund.
Fund data as of Oct 14, 2026 · Price Nov 2, 2026
ATLAS view on LGH
| Last price | $64.57 (-2.5%) |
|---|---|
| ATLAS chance of a higher price in 1 month | 54% |
| Likely 1-month range (50%) | $63.00 – $66.80 |
| Normal 1-day range (±1σ) | ±1.0% |
| Distribution yield | 0.36% |
ATLAS probabilities use the same calibrated model as every stock page. A fair value is shown for companies, not funds; the holdings below link to the fair value of each company.
LGH fund facts
| Issuer | Howard Capital Management |
|---|---|
| Theme | Other strategies |
| Assets under management | $605M |
| Expense ratio | 0.94% |
| Number of holdings | 50 |
| Portfolio turnover | 59% |
| Inception | Oct 9, 2019 |
| Exchange | NYSE |
The fund seeks to achieve its investment objective by investing at least 80% of its net assets, including borrowings for investment purposes but exclusive of collateral held from securities lending, in securities included in the HCM 500 Index. The HCM 500 Index seeks to outperform the Solactive US Large Cap Index using a proprietary methodology.
LGH top holdings
| Holding | Sector | Weight |
|---|---|---|
| Direxion Daily S&P500® Bull 3X Shares SPXL | – | 20.60% |
| NVIDIA Corporation NVDA | Technology | 7.20% |
| Apple Inc. AAPL | Technology | 6.96% |
| Microsoft Corporation MSFT | Technology | 5.36% |
| Amazon.com Inc AMZN | Consumer Cyclical | 3.55% |
| Alphabet Inc Class A GOOGL | Communication Services | 2.56% |
| Alphabet Inc Class C GOOG | Communication Services | 2.38% |
| Broadcom Inc AVGO | Technology | 2.31% |
| Meta Platforms Inc. META | Communication Services | 1.97% |
| Micron Technology Inc MU | Technology | 1.46% |
Holdings with an ATLAS page link to their probability range, fair value and earnings calendar.
LGH sector breakdown
| Sector | Weight |
|---|---|
| Technology | 41.8% |
| Financial Services | 11.3% |
| Communication Services | 10.8% |
| Healthcare | 9.0% |
| Consumer Cyclicals | 8.3% |
| Industrials | 6.5% |
| Consumer Defensive | 4.4% |
| Energy | 3.6% |
| Utilities | 1.7% |
| Basic Materials | 1.3% |
| Real Estate | 1.3% |
By region: North America 99.7%, Europe Developed 0.3%.
LGH returns and risk
| Year to date | +8.9% |
|---|---|
| 1 year | +15.0% |
| 3 years (annualised) | +22.6% |
| 5 years (annualised) | +11.4% |
| 10 years (annualised) | 0.0% |
| Volatility (3 years) | 15.4% |
| Sharpe ratio (3 years) | 1.09 |
Past returns do not guarantee future results.
LGH: frequently asked questions
What does LGH invest in?
HCM Defender 500 Index ETF invests in a portfolio of securities. Its largest holdings are Direxion Daily S&P500® Bull 3X Shares (20.6%), NVIDIA Corporation (7.2%), Apple Inc. (7.0%), Microsoft Corporation (5.4%), Amazon.com Inc (3.5%).
What is the LGH expense ratio?
0.94% a year: about $94.00 for every $10,000 invested.
What is the LGH dividend yield?
0.36%. ATLAS does not hold the exact distribution dates for ETFs.
Will LGH go up?
Nobody can know. The ATLAS model puts the chance of a higher price in one month at 54%, with a likely range (50%) of $63.00 to $66.80 from $64.57 today. It is a probability, not a prediction.
How has LGH performed?
Year to date +8.9%, one year +15.0%, three years +22.6% a year, five years +11.4% a year. Past returns do not guarantee future results.
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Educational information, not investment advice. Disclaimer