Create your account

Join ETF Shelf to unlock all features

OR
ETF NewswireETF FilingsStory
Filings

Howard Capital Files Active ETF Combining Dividend Screening and Trend Signals

The HCM Enterprise ETF (HCMF) selects roughly 50 S&P 500 companies using a rules-based process combining dividend yield and EBITDA-to-enterprise value (EBITDA/EV) metrics. The portfolio is equally weighted across 10 sectors and rebalanced quarterly to maintain balanced sector exposure. The actively-managed fund also incorporates Howard Capital's proprietary HCM-BuyLine® trend model, which dynamically adjusts equity exposure and can shift assets into cash or options during weaker market conditions to help manage downside risk.

At a glance
Beat
Filings
Issuer
Howard Capital Management
Region
United States
Filed
27 July 2026

Source: SEC Filings

More on this beat

More from United States