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Price related data not available

Returns

Time FrameQDFS&P500
1-Week Return1.1%1.15%
1-Month Return1.21%1.57%
3-Month Return3.76%4.04%
6-Month Return13.08%12.52%
1-Year Return13.79%14.83%
3-Year Return55.29%81.12%
5-Year Return65.98%85.55%
10-Year Return131.34%237.47%

Largest Holdings

Stock name Ticker Weight
AAPL-img Apple Inc
AAPL
8.52%
NVDA-img NVIDIA Corporation
NVDA
6.48%
MSFT-img Microsoft Corporation
MSFT
4.74%
AVGO-img Broadcom Inc
AVGO
4%
ABBV-img AbbVie Inc
ABBV
2.98%
JNJ-img Johnson & Johnson
JNJ
2.87%
GE-img GE Aerospace
GE
2.42%
CSCO-img Cisco Systems Inc
CSCO
2.34%
PG-img Procter & Gamble Company
PG
2.22%
GOOGL-img Alphabet Inc Class A
GOOGL
2.21%

Sector Breakdown

Sector Weight
Information Technology
37.11%
Financials
12.40%
Health care
10.84%
Industrials
9.15%
Consumer discretionary
7.46%
All Others
23.04%

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