Question 1

What are the top holdings in BEEZ?

Accepted Answer

Honeytree U.S. Equity ETF (BEEZ) holds 27 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.

Question 2

How concentrated is BEEZ's portfolio?

Accepted Answer

Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review BEEZ's holdings table to analyze concentration risk.

Question 3

What is BEEZ's sector allocation?

Accepted Answer

The Sector Allocation chart shows how BEEZ distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.

Question 4

What countries does BEEZ invest in?

Accepted Answer

BEEZ's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.

Question 5

How diversified is BEEZ ETF?

Accepted Answer

BEEZ's diversification can be assessed by reviewing its 27 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.

Question 6

What are BEEZ's largest positions by weight?

Accepted Answer

BEEZ's largest positions are listed in the holdings table, sorted by portfolio weight percentage. The top holdings represent the securities with the highest allocation in the fund's portfolio composition.

#	Symbol	Name	Type	Weight
1	LRCX	Lam Research Corporation	Stock	5.18%
2	CMI	Cummins Inc.	Stock	4.97%
3	FAST	Fastenal Company	Stock	4.69%
4	ITW	Illinois Tool Works Inc.	Stock	4.62%
5	FIX	Comfort Systems USA, Inc.	Stock	4.53%
6	LIN	Linde plc	Stock	4.40%
7	WTS	Watts Water Technologies, Inc.	Stock	4.37%
8	ATR	AptarGroup, Inc.	Stock	4.29%
9	COST	Costco Wholesale Corporation	Stock	4.24%
10	ZTS	Zoetis Inc	Stock	4.22%
11	SHW	The Sherwin-Williams Company	Stock	4.21%
12	CBOE	Cboe Global Markets, Inc.	Stock	4.13%
13	CTAS	Cintas Corporation	Stock	4.10%
14	ACN	Accenture plc	Stock	4.10%
15	A	Agilent Technologies, Inc	Stock	4.07%
16	FSS	Federal Signal Corporation	Stock	4.07%
17	BR	Broadridge Financial Solutions, Inc	Stock	4.02%
18	TMO	Thermo Fisher Scientific Inc	Stock	4.02%
19	MA	Mastercard Incorporated	Stock	3.89%
20	EQIX	Equinix, Inc.	Stock	3.88%
21	V	Visa Inc.	Stock	3.86%
22	PNR	Pentair plc	Stock	3.51%
23	BMI	Badger Meter, Inc.	Stock	3.11%
24	INTU	Intuit Inc.	Stock	2.70%
25	NOW	ServiceNow, Inc.	Stock	2.55%

BEEZ ETF Holdings: Honeytree U.S. Equity ETF

Portfolio Allocations

Top 25 Holdings by Portfolio Weight