ETFs
Below are funds with Hingham Institution for Savings stocks, sorted by market value. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol | Market value | Weight | Issuer | Management style | Focus | Expense ratio | AUM | Price | Change % | Rel Volume | NAV total return 3Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
 KREState Street SPDR S&P Regional Banking ETF | 10.19 M USD | 0.33% | State Street Corp. | Passive | Financials | 0.35% | 3.07 B USD | 58.63 USD | −3.76% | 1.28 | +5.12% |
 OSCVOpus Small Cap Value ETF | 7 M USD | 1.09% | Aptus Holdings LLC | Active | Small cap | 0.79% | 644.77 M USD | 36.23 USD | −1.52% | 0.81 | +19.31% |
 IWNiShares Russell 2000 Value ETF | 3.26 M USD | 0.03% | BlackRock, Inc. | Passive | Small cap | 0.24% | 11.33 B USD | 170.90 USD | −2.16% | 1.34 | +26.63% |
 DPSTDirexion Daily Regional Banks Bull 3X Shares | 1.77 M USD | 0.24% | Rafferty Asset Management LLC | Passive | Financials | 0.90% | 823.75 M USD | 75.59 USD | −11.37% | 1.60 | −71.27% |
 DFATDimensional U.S. Targeted Value ETF | 1.24 M USD | 0.01% | Dimensional Holdings, Inc. | Active | Extended market | 0.28% | 11.41 B USD | 55.58 USD | −2.39% | 1.34 | +30.65% |
| IWCiShares Micro-Cap ETF | 1.02 M USD | 0.10% | BlackRock, Inc. | Passive | Micro cap | 0.60% | 997.37 M USD | 146.00 USD | −1.66% | 0.75 | +36.94% |
 AVSCAvantis U.S Small Cap Equity ETF | 943.19 K USD | 0.05% | American Century Cos., Inc. | Active | Small cap | 0.25% | 1.96 B USD | 55.09 USD | −2.22% | 1.17 | +2.23% |
 VFHVanguard Financials ETF | 834.52 K USD | 0.01% | The Vanguard Group, Inc. | Passive | Financials | 0.09% | 12.81 B USD | 125.06 USD | −2.08% | 1.82 | +54.31% |
 PRFZInvesco RAFI US 1500 Small-Mid ETF | 700.03 K USD | 0.03% | Invesco Ltd. | Passive | Extended market | 0.34% | 2.51 B USD | 43.50 USD | −1.98% | 0.67 | +36.11% |
| AVUVAvantis U.S. Small Cap Value ETF | 672.24 K USD | 0.00% | American Century Cos., Inc. | Active | Small cap | 0.25% | 18.65 B USD | 95.14 USD | −2.51% | 0.85 | +27.61% |
| IWOiShares Russell 2000 Growth ETF | 334.65 K USD | 0.00% | BlackRock, Inc. | Passive | Small cap | 0.24% | 12.53 B USD | 306.58 USD | −1.77% | 1.49 | +41.11% |
 GSSCTR Activebeta US Small Cap Equity ETF | 330.98 K USD | 0.05% | The Goldman Sachs Group, Inc. | Passive | Small cap | 0.20% | 682.82 M USD | 71.06 USD | −2.13% | 1.03 | +29.45% |
| VTWVVanguard Russell 2000 Value ETF | 295.14 K USD | 0.03% | The Vanguard Group, Inc. | Passive | Small cap | 0.10% | 828.05 M USD | 150.47 USD | −2.14% | 1.04 | +24.62% |
 QABAFirst Trust NASDAQ ABA Community Bank Index Fund | 264.56 K USD | 0.32% | AJM Ventures LLC | Passive | Financials | 0.60% | 81.87 M USD | 52.61 USD | −3.53% | 2.08 | +1.68% |
| VMOVanguard Global Momentum Factor ETF | 91.18 K USD | 0.05% | The Vanguard Group, Inc. | Active | Total market | 0.44% | 204.42 M USD | 76.81 CAD | −0.97% | 2.68 | +83.82% |
 RBProShares Russell 2000 Dynamic Buffer ETF | 278 USD | 0.03% | ProShare Advisors LLC | Passive | Small cap | 0.58% | 1.07 M USD | 42.15 USD | +0.12% | 0.12 | — |