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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 FramePSFS&P500
    1-Week Return1.85%0.83%
    1-Month Return2.89%3.98%
    3-Month Return3.28%6.96%
    6-Month Return6.45%24.5%
    1-Year Return-1.73%17.9%
    3-Year Return15.16%82.58%
    5-Year Return-20.05%97.14%
    10-Year Return-10.77%238.12%

    Largest Holdings

    Stock name Ticker Weight
    default-img Wells Fargo Co
    		-
    2.78%
    default-img Emera Inc
    		-
    2.73%
    default-img Charles Schwab Corp/The
    		-
    2.11%
    default-img Long: B5753719S IRS USD R V USD-SOFR-OIS / Short: B5753719S IRS USD P F .93000
    		-
    2.1%
    default-img BP Capital Markets PLC
    		-
    2.02%
    default-img Citigroup Capital III
    		-
    1.85%
    default-img State Street Institutional US Government Money Market Fund
    		-
    1.82%
    default-img Long: B0806904S IRS USD R V USD-SOFR-OIS / Short: B0806904S IRS USD P F 1.18100
    		-
    1.6%
    default-img Citigroup Inc
    		-
    1.58%
    default-img Sempra
    		-
    1.52%

    Sector Breakdown

    Sector Weight
    All Others
    		100.00%

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