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Price related data not available

Returns

Time FrameXLGS&P500
1-Week Return1.4%1.15%
1-Month Return1.15%1.57%
3-Month Return4.95%4.04%
6-Month Return16.24%12.52%
1-Year Return16.31%14.83%
3-Year Return118.7%81.12%
5-Year Return109.97%85.55%
10-Year Return312.21%237.47%

Largest Holdings

Stock name Ticker Weight
NVDA-img NVIDIA Corporation
NVDA
12.27%
AAPL-img Apple Inc
AAPL
11.01%
MSFT-img Microsoft Corporation
MSFT
9.91%
AMZN-img Amazon.com Inc
AMZN
6.11%
GOOGL-img Alphabet Inc Class A
GOOGL
4.95%
AVGO-img Broadcom Inc
AVGO
4.43%
GOOG-img Alphabet Inc Class C
GOOG
3.98%
META-img Meta Platforms Inc.
META
3.96%
TSLA-img Tesla Inc
TSLA
3.78%
BRK.B-img Berkshire Hathaway Inc
BRK.B
2.52%

Sector Breakdown

Sector Weight
Information Technology
44.99%
Communication services
15.44%
Consumer discretionary
11.40%
Financials
10.64%
Health care
7.61%
All Others
9.92%

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