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Price related data not available

Returns

Time FrameSPTMS&P500
1-Week Return1.09%1.15%
1-Month Return1.63%1.57%
3-Month Return4.25%4.04%
6-Month Return12.63%12.52%
1-Year Return14.09%14.83%
3-Year Return77.17%81.12%
5-Year Return82.07%85.55%
10-Year Return229.3%237.47%

Largest Holdings

Stock name Ticker Weight
NVDA-img NVIDIA Corporation
NVDA
7.15%
AAPL-img Apple Inc
AAPL
6.31%
MSFT-img Microsoft Corporation
MSFT
5.66%
AMZN-img Amazon.com Inc
AMZN
3.52%
GOOGL-img Alphabet Inc Class A
GOOGL
2.85%
AVGO-img Broadcom Inc
AVGO
2.57%
GOOG-img Alphabet Inc Class C
GOOG
2.29%
META-img Meta Platforms Inc.
META
2.26%
TSLA-img Tesla Inc
TSLA
2.13%
BRK.B-img Berkshire Hathaway Inc
BRK.B
1.43%

Sector Breakdown

Sector Weight
Information Technology
33.66%
Financials
13.46%
Consumer discretionary
10.90%
Communication services
10.15%
Health care
9.59%
All Others
22.24%

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