Also trades as: HGTY-WT (NYSE) · $vol 0M
HGTY NYSE
Hagerty, Inc.
1W: +0.8%
1M: +15.2%
3M: +31.6%
YTD: +18.5%
1Y: +40.9%
3Y: +94.0%
5Y: +55.0%
$15.57
-0.38 (-2.38%)
After Hours: $15.64 (+0.07, +0.45%)
Weekly Expected Move ±2.8%
$15
$15
$16
$16
$16
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
ETF Exposure
47
ETFs Holding
Total ETF Value
2.31%
Max Weight
0.088%
Avg Weight
ETF Holdings by Value
ETFs Holding HGTY
| # | ETF | Weight | Value | Holdings | Top 10 Wt | P/E | Div Yield | Sector Mix |
|---|---|---|---|---|---|---|---|---|
| 1 |
VTI
Vanguard Morningstar Total Stock Market ETF
|
0.0010% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 2 | VTSAX | 0.0010% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 3 | VITSX | 0.0010% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 4 | VSMPX | 0.0010% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 5 | NAESX | 0.0095% | 1,302 | 4.3% | 23.6 | 0.01% | ||
| 6 |
VB
Vanguard Morningstar Small-Cap ETF
|
0.0095% | 1,298 | 5.0% | 22.8 | 0.01% | ||
| 7 | VSMAX | 0.0095% | 1,298 | 5.0% | 22.8 | 0.01% | ||
| 8 | VSCIX | 0.0095% | 1,298 | 5.0% | 22.8 | 0.01% | ||
| 9 |
VBK
Vanguard Morningstar Small-Cap Growth ETF
|
0.0214% | 550 | 10.8% | 26.4 | 0.00% | ||
| 10 | VSGAX | 0.0214% | 550 | 10.8% | 26.4 | 0.00% | ||
| 11 | VSGIX | 0.0214% | 550 | 10.8% | 26.4 | 0.00% | ||
| 12 |
VXF
Vanguard Extended Market ETF
|
0.0076% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 13 | VIEIX | 0.0076% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 14 | VEMPX | 0.0076% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 15 | VEXAX | 0.0076% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 16 |
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
0.4400% | 262 | 7.8% | 8.9 | 0.00% | ||
| 17 |
SCHA
Schwab U.S. Small-Cap ETF
|
0.0181% | 1,743 | 2.8% | 15.7 | 0.02% | ||
| 18 |
NBSM
Neuberger Berman Small-Mid Cap ETF
|
2.3100% | 67 | 22.7% | 38.1 | 0.01% | ||
| 19 |
DFAS
Dimensional - US Small Cap ETF
|
0.0072% | 2,090 | 2.6% | 15.2 | 0.01% | ||
| 20 | FSMAX | 0.0060% | 3,181 | 8.8% | 12.6 | 0.01% | ||
| 21 |
FYX
First Trust Small Cap Core AlphaDEX Fund
|
0.1400% | 525 | 4.0% | 18.8 | 0.03% | ||
| 22 |
DFMC
U.S. Micro Cap Portfolio ETF
|
0.0133% | 1,732 | 3.7% | 24.8 | 0.02% | ||
| 23 |
AVSC
Avantis U.S. Small Cap Equity ETF
|
0.0300% | 1,515 | 3.3% | 24.0 | 0.01% | ||
| 24 | FSKAX | 0.0010% | 3,600 | 34.8% | 51.6 | 0.01% | ||
| 25 |
EES
WisdomTree U.S. SmallCap Fund
|
0.0794% | 862 | 8.6% | 22.2 | 0.02% | ||
| 26 |
FAD
First Trust Multi Cap Growth AlphaDEX Fund
|
0.0900% | 674 | 4.9% | 51.6 | 0.01% | ||
| 27 | VBAIX | 0.0006% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 28 | VBINX | 0.0006% | 3,219 | 19.6% | 52.8 | 0.01% | ||
| 29 | VBIAX | 0.0006% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 30 |
DUSG
U.S. Small Cap Growth Portfolio: ETF Class Shares
|
0.0200% | 573 | 7.2% | 17.2 | 0.01% | ||
| 31 |
SCHB
Schwab U.S. Broad Market ETF
|
0.0008% | 2,380 | 33.9% | 62.5 | 0.01% | ||
| 32 | VITNX | 0.0009% | 3,134 | 32.0% | 52.7 | 0.01% | ||
| 33 | VITPX | 0.0009% | 3,015 | 34.6% | 62.4 | 0.01% | ||
| 34 | FZROX | 0.0010% | 2,631 | 33.4% | 51.3 | 0.01% | ||
| 35 |
SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
|
0.1000% | 354 | 12.5% | 38.5 | 0.02% | ||
| 36 |
RFLR
Innovator U.S. Small Cap Managed Floor ETF
|
0.2300% | 823 | 3.8% | 8.7 | 0.02% | ||
| 37 |
ISCG
iShares Morningstar Small-Cap Growth ETF
|
0.0226% | 912 | 7.3% | 9.5 | 0.01% | ||
| 38 |
JKK
iShares Morningstar Small-Cap Growth ETF
|
0.0221% | 914 | 7.1% | 10.1 | 0.01% | ||
| 39 |
JHSC
John Hancock Investments - Multifactor Small Cap ETF
|
0.0300% | 491 | 4.6% | 24.2 | 0.02% | ||
| 40 | FZIPX | 0.0070% | 2,126 | 3.3% | 18.3 | 0.02% | ||
| 41 |
FNCL
Fidelity MSCI Financials Index ETF
|
0.0100% | 381 | 48.4% | 17.8 | 0.02% | ||
| 42 |
DFAC
Dimensional - US Core Equity 2 ETF
|
0.0001% | 2,537 | 26.7% | 27.5 | 0.01% | ||
| 43 | FLXSX | 0.0150% | 1,623 | 3.6% | 11.2 | 0.01% | ||
| 44 |
ACSG
American Century Small Cap Growth Insights ETF
|
0.1100% | 305 | 8.2% | 3.6 | 0.01% | ||
| 45 |
WSML
iShares MSCI World Small-Cap ETF
|
0.0060% | 3,661 | 2.5% | 20.4 | 0.02% | ||
| 46 |
DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
|
0.0001% | 2,518 | 27.9% | 32.6 | 0.01% | ||
| 47 |
MSML
iShares MSCI USA Small-Cap ETF
|
0.0100% | 1,657 | 4.0% | 21.1 | 0.02% | ||
| 48 |
DFAU
Dimensional - US Core Equity Market ETF
|
0.0002% | 2,154 | 34.0% | 42.9 | 0.01% | ||
| 49 |
TMFX
Motley Fool Next Index ETF
|
0.0700% | 198 | 15.3% | 33.2 | 0.01% | ||
| 50 |
QSML
WisdomTree U.S. SmallCap Quality Growth Fund
|
0.1547% | 375 | 7.1% | -4.7 | 0.01% | ||
| 51 |
DFSU
Dimensional - US Sustainability Core 1 ETF
|
0.0008% | 1,967 | 30.7% | 39.3 | 0.01% | ||
| 52 |
STXK
Strive Small-Cap ETF
|
0.0200% | 600 | 3.5% | 11.7 | 0.02% | ||
| 53 |
KBFR
Innovator U.S. Small Cap Managed 10 Buffer ETF
|
0.1200% | 819 | 3.1% | 6.8 | 0.02% | ||
| 54 |
DFUS
Dimensional U.S. Equity ETF
|
0.0001% | 2,210 | 34.6% | 64.3 | 0.01% | ||
| 55 | AVSCX | —% | 1,108 | 3.7% | 10.0 | 0.01% | ||
| 56 |
JKJ
iShares Morningstar Small-Cap ETF
|
0.0100% | 1,661 | 4.2% | 20.8 | 0.01% | ||
| 57 |
ISCB
iShares Morningstar Small-Cap ETF
|
0.0100% | 1,560 | 3.5% | 14.8 | 0.01% | ||
| 58 |
AVUC
Avantis U.S. Core Equity ETF
|
—% | 1,593 | 36.9% | 55.3 | 0.01% |
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