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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1241 | 1035 | 1295 | 1320 | 2063 | 4512 |
Fund Return | 24.08% | 3.47% | 29.51% | 9.7% | 15.58% | 16.26% |
Place in category | 184 | 244 | 198 | 69 | 136 | 95 |
% in Category | 53 | 82 | 61 | 23 | 54 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
White Oak Select Growth | 422.49M | 20.64 | 5.73 | 11.91 | ||
Pin Oak Equity | 138.55M | 16.58 | 4.89 | 10.14 | ||
Live Oak Health Sciences Fund | 49.94M | 8.95 | 6.91 | 7.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Select Semiconductors | 20.33B | 41.40 | 18.42 | 26.31 | ||
Vanguard Information Technology Idx | 14.45B | 29.26 | 12.51 | 20.61 | ||
Fidelity Select Technology | 11.99B | 35.43 | 11.29 | 20.93 | ||
Fidelity Select Software & IT Svcs | 11.28B | 12.69 | 7.08 | 17.74 | ||
Columbia Seligman Comms & Info A | 8.42B | 26.65 | 9.83 | 19.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 8.17 | 229.05 | +1.77% | |
Alphabet C | US02079K1079 | 7.77 | 197.57 | +0.81% | |
Oracle | US68389X1054 | 7.26 | 171.41 | +1.34% | |
Microsoft | US5949181045 | 6.29 | 439.33 | +0.94% | |
NVIDIA | US67066G1040 | 6.20 | 140.22 | +0.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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