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  • Apple, Inc AAPL
  • S&P 500 ETF Trust SPDR SPY
  • Alphabet Inc. - Class A Shares GOOGL
  • Microsoft Corporation MSFT
  • Meta Platforms Inc META
  • Netflix, Inc. NFLX
  • Amazon.com Inc. AMZN
  • Spotify Technology SA SPOT

    Price related data not available

    Overview Returns Holdings Sector Breakdown FAQs

    Price related data not available

    Returns

    Time FramePFFDS&P500
    1-Week Return-0.26%0.83%
    1-Month Return1.19%3.98%
    3-Month Return2.47%6.96%
    6-Month Return4.67%24.5%
    1-Year Return-6.16%17.9%
    3-Year Return-5.7%82.58%
    5-Year Return-21.87%97.14%
    10-Year Return-22.43%238.12%

    Largest Holdings

    Stock name Ticker Weight
    C.PN-img Citigroup Capital XIII TR PFD SECS
    		C.PN
    2.26%
    MCHPP-img Microchip Technology Incorporated
    		MCHPP
    1.48%
    T.PC-img AT&T Inc
    		T.PC
    1.16%
    TBB-img AT&T Inc
    		TBB
    1.03%
    COF.PI-img Capital One Financial Corporation
    		COF.PI
    1.01%
    STRK-img MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
    		STRK
    0.98%
    COF.PJ-img Capital One Financial Corporation
    		COF.PJ
    0.81%
    ATH.PA-img Athene Holding Ltd
    		ATH.PA
    0.72%
    MET.PF-img MetLife Inc Preferred Stock Series F
    		MET.PF
    0.7%
    SOJD-img Southern Co
    		SOJD
    0.7%

    Sector Breakdown

    Sector Weight
    Utilities
    		81.02%
    Health care
    		18.98%

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