HLIO NYSE
Helios Technologies, Inc.
1W: -0.8%
1M: -1.9%
3M: -9.6%
YTD: +24.2%
1Y: +20.9%
3Y: +34.0%
5Y: -20.6%
$67.53
+0.37 (+0.55%)
Weekly Expected Move ±4.2%
$61
$63
$66
$69
$72
Credit Risk of going bust: lower than 92% of companies Debt: 0.7% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.04 (down 99.9%), Helios Technologies, Inc. would be worth roughly what it owes.
Total debt $15.0M against a stock market value of $2.23B.
Distance to default 15.16 (Merton model): prices to 2026-10-27, balance sheet 2026-07-04, debt counted $7.5M (short-term plus half of long-term), stock volatility 37.5%; Altman Z 3.93. A ranking and a back-test, not a forecast.
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.
If the stock fell to about $0.04 (down 99.9%), Helios Technologies, Inc. would be worth roughly what it owes.
Total debt $15.0M against a stock market value of $2.23B.
Distance to default 15.16 (Merton model): prices to 2026-10-27, balance sheet 2026-07-04, debt counted $7.5M (short-term plus half of long-term), stock volatility 37.5%; Altman Z 3.93. A ranking and a back-test, not a forecast.
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
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Chart
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Financials
Income Statement
Cash Flow
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Analysis
Technicals
Weather
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
ETF Exposure
129
ETFs Holding
Total ETF Value
2.29%
Max Weight
0.112%
Avg Weight
ETF Holdings by Value
ETFs Holding HLIO
| # | ETF | Weight | Value | Holdings | Top 10 Wt | P/E | Div Yield | Sector Mix |
|---|---|---|---|---|---|---|---|---|
| 1 | VTSAX | 0.0031% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 2 | VITSX | 0.0031% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 3 |
VTI
Vanguard Morningstar Total Stock Market ETF
|
0.0031% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 4 | VSMPX | 0.0031% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 5 | NJM | 0.0835% | 1,897 | 8.0% | 11.8 | 0.01% | ||
| 6 |
IWM
iShares Russell 2000 ETF
|
0.0747% | 1,965 | 3.3% | 9.3 | 0.02% | ||
| 7 | NAESX | 0.0283% | 1,302 | 4.3% | 23.6 | 0.01% | ||
| 8 |
VB
Vanguard Morningstar Small-Cap ETF
|
0.0283% | 1,298 | 5.0% | 22.8 | 0.01% | ||
| 9 | VSCIX | 0.0283% | 1,298 | 5.0% | 22.8 | 0.01% | ||
| 10 | VSMAX | 0.0283% | 1,298 | 5.0% | 22.8 | 0.01% | ||
| 11 |
VBR
Vanguard Morningstar Small-Cap Value ETF
|
0.0508% | 818 | 5.7% | 19.9 | 0.02% | ||
| 12 | VSIAX | 0.0508% | 818 | 5.7% | 19.9 | 0.02% | ||
| 13 | FSSNX | 0.0830% | 1,952 | 3.2% | 7.5 | 0.02% | ||
| 14 |
DFAT
Dimensional - US Targeted Value ETF
|
0.0890% | 1,219 | 7.0% | 20.1 | 0.02% | ||
| 15 |
VXF
Vanguard Extended Market ETF
|
0.0270% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 16 | VIEIX | 0.0270% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 17 | VEXAX | 0.0270% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 18 | VEMPX | 0.0270% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 19 | NAJ | 0.1760% | 1,376 | 6.9% | 8.4 | 0.02% | ||
| 20 | CGOAX | 0.6600% | 104 | 26.3% | 35.1 | 0.00% | ||
| 21 |
IWN
iShares Russell 2000 Value ETF
|
0.1300% | 1,396 | 5.4% | 19.1 | 0.03% | ||
| 22 |
DFAS
Dimensional - US Small Cap ETF
|
0.0501% | 2,090 | 2.6% | 15.2 | 0.01% | ||
| 23 |
DFSV
U.S. Small Cap Value Portfolio ETF Class Shares
|
0.0608% | 1,054 | 7.2% | 21.4 | 0.02% | ||
| 24 |
VTWO
Vanguard Russell 2000 ETF
|
0.0744% | 1,992 | 3.3% | 8.8 | 0.01% | ||
| 25 | FSMAX | 0.0290% | 3,181 | 8.8% | 12.6 | 0.01% | ||
| 26 |
SCHA
Schwab U.S. Small-Cap ETF
|
0.0531% | 1,743 | 2.8% | 15.7 | 0.02% | ||
| 27 |
DFAC
Dimensional - US Core Equity 2 ETF
|
0.0110% | 2,537 | 26.7% | 27.5 | 0.01% | ||
| 28 |
DFMC
U.S. Micro Cap Portfolio ETF
|
0.1049% | 1,732 | 3.7% | 24.8 | 0.02% | ||
| 29 | GSXCX | 1.7600% | 54 | 26.1% | 25.6 | 0.01% | ||
| 30 | GSXIX | 1.7600% | 54 | 26.1% | 25.6 | 0.01% | ||
| 31 |
FNDA
Schwab Fundamental U.S. Small Company Index ETF
|
0.0703% | 907 | 3.7% | 38.3 | 0.02% | ||
| 32 |
USVM
VictoryShares US Small Mid Cap Value Momentum ETF
|
0.2893% | 292 | 6.8% | 12.7 | 0.02% | ||
| 33 | VSTCX | 0.1531% | 652 | 7.2% | 14.4 | 0.01% | ||
| 34 |
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
|
0.4800% | 121 | 19.2% | 32.1 | 0.01% | ||
| 35 | FSKAX | 0.0030% | 3,600 | 34.8% | 51.6 | 0.01% | ||
| 36 | MASKX | 0.0755% | 1,567 | 3.2% | -1.8 | 0.01% | ||
| 37 | MDSKX | 0.0755% | 1,567 | 3.2% | -1.8 | 0.01% | ||
| 38 |
PSC
Principal U.S. Small-Cap Multi-Factor ETF
|
0.1495% | 487 | 8.6% | -21.9 | 0.02% | ||
| 39 |
AVSC
Avantis U.S. Small Cap Equity ETF
|
0.1200% | 1,515 | 3.3% | 24.0 | 0.01% | ||
| 40 |
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
0.2500% | 262 | 7.8% | 8.9 | 0.00% | ||
| 41 | FISVX | 0.1500% | 1,399 | 5.5% | 11.8 | 0.02% | ||
| 42 | VEXPX | 0.0137% | 824 | 8.0% | 24.2 | 0.01% | ||
| 43 | VEXRX | 0.0137% | 826 | 8.1% | 25.0 | 0.01% | ||
| 44 |
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
0.0032% | 2,420 | 33.8% | 62.4 | 0.01% | ||
| 45 |
DES
WisdomTree U.S. SmallCap Dividend Fund
|
0.1435% | 507 | 9.6% | 30.9 | 0.03% | ||
| 46 |
VIS
Vanguard Industrials ETF
|
0.0337% | 396 | 30.8% | 31.6 | 0.01% | ||
| 47 | VINAX | 0.0337% | 378 | 30.0% | 38.1 | 0.01% | ||
| 48 |
DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
|
0.0063% | 2,518 | 27.9% | 32.6 | 0.01% | ||
| 49 |
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
|
0.0966% | 1,481 | 4.1% | 16.4 | 0.01% | ||
| 50 |
IWO
iShares Russell 2000 Growth ETF
|
0.0164% | 1,114 | 6.4% | -1.2 | 0.01% | ||
| 51 |
FSMD
Fidelity Small-Mid Multifactor ETF
|
0.0800% | 595 | 4.2% | 15.4 | 0.01% | ||
| 52 |
VTWV
Vanguard Russell 2000 Value ETF
|
0.1367% | 1,426 | 5.4% | 18.4 | 0.02% | ||
| 53 |
BRSV
EA Series Trust - EA Bridgeway Select Small-Cap Value ETF
|
0.4800% | 186 | 8.9% | 12.8 | 0.02% | ||
| 54 | FZROX | 0.0030% | 2,631 | 33.4% | 51.3 | 0.01% | ||
| 55 |
SCHB
Schwab U.S. Broad Market ETF
|
0.0031% | 2,380 | 33.9% | 62.5 | 0.01% | ||
| 56 |
VFMO
Vanguard U.S. Momentum Factor ETF
|
0.0655% | 670 | 10.9% | 23.0 | 0.01% | ||
| 57 | VMNFX | 0.2130% | 611 | 8.2% | -908.3 | -0.02% | ||
| 58 |
SMMD
iShares Russell 2500 ETF
|
0.0304% | 2,474 | 3.1% | 19.4 | 0.02% | ||
| 59 | VBINX | 0.0020% | 3,219 | 19.6% | 52.8 | 0.01% | ||
| 60 | VBIAX | 0.0020% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 61 | VBAIX | 0.0020% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 62 | VITPX | 0.0032% | 3,015 | 34.6% | 62.4 | 0.01% | ||
| 63 | VITNX | 0.0032% | 3,134 | 32.0% | 52.7 | 0.01% | ||
| 64 |
RSSL
Global X - Russell 2000 ETF
|
0.0800% | 1,967 | 3.3% | 7.7 | 0.02% | ||
| 65 |
MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
|
0.1501% | 1,818 | 6.1% | 16.1 | 0.01% | ||
| 66 | ESMAX | 0.6428% | 110 | 17.4% | 28.0 | 0.01% | ||
| 67 | VSEQX | 0.0073% | 612 | 7.1% | 22.0 | 0.01% | ||
| 68 | FZIPX | 0.0330% | 2,126 | 3.3% | 18.3 | 0.02% | ||
| 69 | BDSCX | 0.0164% | 805 | 5.9% | 0.3 | 0.01% | ||
| 70 | BDSKX | 0.0164% | 805 | 5.9% | 0.3 | 0.01% | ||
| 71 | BDSAX | 0.0164% | 805 | 5.9% | 0.3 | 0.01% | ||
| 72 | BDSIX | 0.0164% | 783 | 9.1% | 10.8 | 0.01% | ||
| 73 |
SEIS
SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
0.1300% | 364 | 10.8% | 21.8 | 0.01% | ||
| 74 |
FYX
First Trust Small Cap Core AlphaDEX Fund
|
0.0600% | 525 | 4.0% | 18.8 | 0.03% | ||
| 75 |
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
|
0.1400% | 536 | 3.6% | 22.5 | 0.02% | ||
| 76 |
FIDU
Fidelity MSCI Industrials Index ETF
|
0.0300% | 359 | 30.2% | 32.1 | 0.01% | ||
| 77 |
DXUV
U.S. Vector Equity Portfolio ETF Class Shares
|
0.0118% | 2,258 | 23.9% | 22.8 | 0.01% | ||
| 78 |
TPSC
Timothy Plan US Small Cap Core ETF
|
0.2000% | 447 | 4.5% | 38.8 | 0.02% | ||
| 79 |
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
|
0.0700% | 1,372 | 3.6% | 0.7 | 0.01% | ||
| 80 | NMV | 0.0036% | 2,552 | 34.3% | 54.6 | 0.01% | ||
| 81 |
EES
WisdomTree U.S. SmallCap Fund
|
0.0998% | 862 | 8.6% | 22.2 | 0.02% | ||
| 82 |
DFUS
Dimensional U.S. Equity ETF
|
0.0031% | 2,210 | 34.6% | 64.3 | 0.01% | ||
| 83 |
AVUS
Avantis U.S. Equity ETF
|
—% | 1,919 | 29.9% | 39.4 | 0.01% | ||
| 84 |
ISMD
Inspire Small/Mid Cap ETF
|
0.1950% | 499 | 2.7% | 13.9 | 0.02% | ||
| 85 |
DFAU
Dimensional - US Core Equity Market ETF
|
0.0047% | 2,154 | 34.0% | 42.9 | 0.01% | ||
| 86 |
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
|
0.0800% | 835 | 4.0% | 15.6 | 0.01% | ||
| 87 |
DFUV
Dimensional - US Marketwide Value ETF
|
0.0036% | 1,310 | 26.3% | 17.8 | 0.02% | ||
| 88 |
IWV
iShares Russell 3000 ETF
|
0.0027% | 2,579 | 33.7% | 62.4 | 0.01% | ||
| 89 | BSMAX | 0.0301% | 1,910 | 4.1% | 12.6 | 0.01% | ||
| 90 | FLXSX | 0.0910% | 1,623 | 3.6% | 11.2 | 0.01% | ||
| 91 | HKJ | 0.0399% | 940 | 8.3% | 22.8 | 0.01% | ||
| 92 |
JKK
iShares Morningstar Small-Cap Growth ETF
|
0.0379% | 914 | 7.1% | 10.1 | 0.01% | ||
| 93 |
ISCG
iShares Morningstar Small-Cap Growth ETF
|
0.0372% | 912 | 7.3% | 9.5 | 0.01% | ||
| 94 | HKK | 0.0468% | 1,062 | 5.9% | 15.0 | 0.02% | ||
| 95 |
FAD
First Trust Multi Cap Growth AlphaDEX Fund
|
0.0500% | 674 | 4.9% | 51.6 | 0.01% | ||
| 96 |
VTWG
Vanguard Russell 2000 Growth ETF
|
0.0161% | 1,129 | 6.4% | -0.6 | 0.01% | ||
| 97 | FECGX | 0.0170% | 1,103 | 6.0% | 4.1 | 0.01% | ||
| 98 |
DFSU
Dimensional - US Sustainability Core 1 ETF
|
0.0106% | 1,967 | 30.7% | 39.3 | 0.01% | ||
| 99 |
AFSC
abrdn Focused U.S. Small Cap Active ETF
|
2.2910% | 40 | 32.1% | 33.8 | 0.01% | ||
| 100 |
VTHR
Vanguard Russell 3000 ETF
|
0.0031% | 2,980 | 34.7% | 63.1 | 0.01% | ||
| 101 |
ISCV
iShares Morningstar Small Cap Value ETF
|
0.0300% | 1,036 | 5.5% | 18.8 | 0.02% | ||
| 102 | AVSCX | 0.1600% | 1,108 | 3.7% | 10.0 | 0.01% | ||
| 103 |
ESSC
Eventide Small Cap ETF
|
0.4738% | 338 | 7.5% | -1.0 | 0.01% | ||
| 104 |
RNSC
First Trust Small Cap US Equity Select ETF
|
0.2900% | 314 | 21.6% | 34.6 | 0.94% | ||
| 105 |
WSML
iShares MSCI World Small-Cap ETF
|
0.0214% | 3,661 | 2.5% | 20.4 | 0.02% | ||
| 106 | BASMX | 0.0027% | 1,985 | 19.9% | 91.7 | 0.01% | ||
| 107 |
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
|
0.0494% | 1,100 | 11.2% | 17.1 | 0.02% | ||
| 108 |
ITWO
ProShares Russell 2000 High Income ETF
|
0.0705% | 1,961 | 3.1% | 9.2 | 0.02% | ||
| 109 | HKG | 0.0433% | 1,533 | 4.5% | 18.8 | 0.02% | ||
| 110 |
ACSV
American Century ETF Trust - American Century Small Cap Value Insights ETF
|
0.3800% | 200 | 17.8% | 18.2 | 0.02% | ||
| 111 |
URTY
LEV
ProShares - UltraPro Russell2000
|
0.0360% | 1,964 | 22.8% | 9.2 | 0.02% | ||
| 112 |
MSML
iShares MSCI USA Small-Cap ETF
|
0.0300% | 1,657 | 4.0% | 21.1 | 0.02% | ||
| 113 |
AIMS
Acuitas Small Cap Active ETF
|
0.0800% | 282 | 11.8% | 30.1 | 0.01% | ||
| 114 |
UWM
LEV
ProShares - Ultra Russell2000
|
0.0305% | 1,963 | 39.1% | 9.2 | 0.02% | ||
| 115 |
FNDB
Schwab Fundamental U.S. Broad Market Index ETF
|
0.0041% | 1,613 | 20.8% | 23.8 | 0.02% | ||
| 116 |
RFLR
Innovator U.S. Small Cap Managed Floor ETF
|
0.0500% | 823 | 3.8% | 8.7 | 0.02% | ||
| 117 |
TILT
Northern Trust Morningstar US Market Factor Tilt ETF
|
0.0020% | 1,894 | 26.0% | 49.9 | 0.01% | ||
| 118 |
IWMW
iShares Russell 2000 BuyWrite ETF
|
0.0751% | 1,963 | 3.3% | 9.3 | 0.02% | ||
| 119 |
VFLQ
Vanguard U.S. Liquidity Factor ETF
|
0.1200% | 199 | 1.2% | 16.4 | 0.01% | ||
| 120 |
FTKI
First Trust Small Cap BuyWrite Income ETF
|
0.1600% | 198 | 18.9% | 1.7 | 0.01% | ||
| 121 |
PQSG
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Growth ETF
|
0.2000% | 533 | 3.1% | 11.8 | 0.01% | ||
| 122 |
EBIT
Harbor AlphaEdge Small Cap Earners ETF (EBIT)
|
0.1200% | 595 | 8.3% | 21.0 | 0.03% | ||
| 123 |
PJSM
PGIM Jennison Small-Mid Cap Core Equity ETF
|
0.1898% | 249 | 19.8% | 13.8 | 0.01% | ||
| 124 |
KBFR
Innovator U.S. Small Cap Managed 10 Buffer ETF
|
0.0800% | 819 | 3.1% | 6.8 | 0.02% | ||
| 125 |
RESM
Columbia Research Enhanced Small Cap ETF
|
0.1100% | 1,007 | 4.8% | -6.1 | 0.01% | ||
| 126 |
EBI
Longview Advantage ETF
|
—% | 1,731 | 27.1% | 21.1 | 0.01% | ||
| 127 |
AVTM
Avantis Total Equity Markets ETF 1
|
—% | 1,702 | 40.6% | 45.5 | 0.01% | ||
| 128 |
HDG
ProShares - Hedge Replication ETF
|
0.0119% | 1,960 | 0.5% | 9.2 | 0.02% | ||
| 129 |
ITDF
iShares LifePath Target Date 2050 ETF
|
0.0022% | 7,948 | 19.6% | 47.8 | 0.02% | ||
| 130 |
ITDE
iShares LifePath Target Date 2045 ETF
|
0.0018% | 7,963 | 17.8% | 47.8 | 0.02% | ||
| 131 |
ITDD
iShares LifePath Target Date 2040 ETF
|
0.0013% | 7,963 | 15.8% | 47.9 | 0.02% | ||
| 132 |
ITDG
iShares LifePath Target Date 2055 ETF
|
0.0024% | 7,948 | 20.8% | 47.5 | 0.02% | ||
| 133 |
GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
|
—% | 1,572 | 18.9% | 40.8 | 0.01% | ||
| 134 |
ITDH
iShares LifePath Target Date 2060 ETF
|
0.0024% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 135 |
ITDC
iShares LifePath Target Date 2035 ETF
|
0.0009% | 7,963 | 13.9% | 48.2 | 0.02% | ||
| 136 |
SYZ
Lazard US Systematic Small Cap Equity ETF
|
0.0017% | 487 | 7.2% | 17.6 | 0.01% | ||
| 137 |
ITDI
iShares LifePath Target Date 2065 ETF
|
0.0024% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 138 |
RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
|
0.0570% | 1,953 | 2.9% | 8.9 | 0.02% | ||
| 139 |
ITDJ
iShares LifePath Target Date 2070 ETF
|
0.0024% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 140 |
ITDB
iShares LifePath Target Date 2030 ETF
|
0.0004% | 7,963 | 11.3% | 48.8 | 0.02% | ||
| 141 |
IRTR
iShares LifePath Retirement ETF
|
0.0004% | 7,963 | 8.6% | 48.8 | 0.02% | ||
| 142 |
JKL
iShares Morningstar Small-Cap Value ETF
|
0.0300% | 1,037 | 5.4% | 18.3 | 0.02% | ||
| 143 |
JKJ
iShares Morningstar Small-Cap ETF
|
0.0400% | 1,661 | 4.2% | 20.8 | 0.01% | ||
| 144 |
ISCB
iShares Morningstar Small-Cap ETF
|
0.0300% | 1,560 | 3.5% | 14.8 | 0.01% | ||
| 145 | BDMIX | -0.0001% | 3,803 | 14.6% | -8368.4 | 3.97% |
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