US Healthcare Leaders is benchmarked against SPDR S&P 500 ETF Trust.

INSTRUMENT NAME
SYMBOL
%
UnitedHealth Group Inc
UNH:XNYS
7.04%
Thermo Fisher Scientific Inc
TMO:XNYS
7.04%
Pfizer Inc
PFE:XNYS
7.04%
Merck & Co Inc
MRK:XNYS
7.04%
Medtronic PLC
MDT:XNYS
7.04%
Johnson & Johnson
JNJ:XNYS
7.04%
Humana Inc
HUM:XNYS
7.04%
HCA Healthcare Inc
HCA:XNYS
7.04%
Gilead Sciences Inc
GILD:xnas
7.04%
Cigna Corp
CI:XNYS
7.04%
Becton Dickinson and Co
BDX:xnys
7.04%
Baxter International Inc
BAX:XNYS
7.04%
Anthem Inc
ANTM:XNYS
7.04%
Amgen Inc
AMGN:XNAS
7.04%
USDCash
USDCASH
1.44%
Quarterly

How often is your Portfolio rebalanced?

Portfolio rebalancing is an activity whereby your consituents are either sold or bought to ensure that it conforms to the allocation defined in the model portfolio suggested by our Investment team. Active rebalances are done when there is a change in the model portfolio due to market conditions & assumptions changing. Passive rebalances are done when your portfolio has deviated from the model portfolio & we reset it back to the model portfolio.

What is the fees you will be charged?

The fees that you pay is the Assets Under Management fees of 0.5% - 0.8%, based on the market value of your portfolio. We waive custodian fee but charge brokerage fee of 0.18% when creating, rebalancing and exiting portfolios. You will still be liable for exchange and regulator related charges are passed on to you as incurred.