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Price related data not available

Returns

Time FrameTHROS&P500
1-Week Return1.35%1.15%
1-Month Return1.69%1.57%
3-Month Return3.96%4.04%
6-Month Return11.19%12.52%
1-Year Return13.32%14.83%
3-Year Return88.48%81.12%
5-Year Return57.18%85.55%

Largest Holdings

Stock name Ticker Weight
NVDA-img NVIDIA Corporation
NVDA
9.61%
MSFT-img Microsoft Corporation
MSFT
7.42%
AAPL-img Apple Inc
AAPL
7.32%
GOOGL-img Alphabet Inc Class A
GOOGL
4.07%
META-img Meta Platforms Inc.
META
3.26%
AVGO-img Broadcom Inc
AVGO
3.04%
GOOG-img Alphabet Inc Class C
GOOG
2.93%
AMZN-img Amazon.com Inc
AMZN
2.81%
JPM-img JPMorgan Chase & Co
JPM
2.77%
XTSLA-img BlackRock Cash Funds Treasury SL Agency
XTSLA
2.53%

Sector Breakdown

Sector Weight
Information Technology
44.76%
Financials
12.98%
Communication services
12.11%
Industrials
8.10%
Consumer discretionary
7.77%
All Others
14.28%

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