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| Time Frame | DJIA | S&P500 |
|---|---|---|
| 1-Week Return | 0.32% | 0.18% |
| 1-Month Return | 1.19% | 1.52% |
| 3-Month Return | 1.33% | 4.24% |
| 6-Month Return | 3.79% | 14.42% |
| 1-Year Return | -5.66% | 13.28% |
| 3-Year Return | 0.41% | 70.14% |
| 5-Year Return | -8.4% | 85.58% |
| Stock name | Ticker | Weight |
|---|---|---|
 Goldman Sachs Group Inc | GS | 10.85% |
 Caterpillar Inc | CAT | 7.61% |
 Microsoft Corporation | MSFT | 6.81% |
 The Home Depot Inc | HD | 5.01% |
 American Express Company | AXP | 4.96% |
 Sherwin-Williams Co | SHW | 4.62% |
 Visa Inc. Class A | V | 4.54% |
 Amgen Inc | AMGN | 4.53% |
 UnitedHealth Group Incorporated | UNH | 4.39% |
 JPMorgan Chase & Co | JPM | 4.23% |
| Sector | Weight |
|---|---|
|
Financials | 27.16% |
|
Information Technology | 20.87% |
|
Industrials | 14.68% |
|
Consumer discretionary | 12.91% |
|
Health care | 11.95% |
|
All Others | 12.43% |
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