HERZ ETF largest sector is Financials at 49.5% as of Dec 31, 2025

HERZ ETF largest sector is Financials at 49.5% as of Dec 31, 2025
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Financials is HERZ's largest sector at 49.5% of the fund as of Dec 31, 2025. HERZ is Herzfeld Caribbean Basin Fund Inc.

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Sector Concentration AnalysisPRO

Top 3 Sectors
PRO
of total portfolio
Concentration Level
PRO
concentration risk
Largest Sector
PRO
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

HERZ ETF Sector Allocation

HERZ sector allocation breaks down across Financials (49.5%). Across 29 holdings, this breakdown reveals the ETF's investment focus and diversification.

HERZ sector exposure is important for understanding concentration risk. With Financials at 49.5%, the fund has significant sector concentration.

HERZ by country shows geographic exposure. HERZ overlap reveals how sector exposure compares with other funds.

HERZ ETF Sector Allocation

Sector Concentration Analysis

Top 3 Sectors

49.5%

of total portfolio

Concentration Level

Low

concentration risk

Largest Sector

49.5%

Financials

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Sector Breakdown

  • 1Financials
    49.46%

Industry Breakdown (Top 15)

Asset Management & Custody Banks
49.5%
5 holdings