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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1194 | 1040 | 1360 | 1292 | 1833 | 2806 |
Fund Return | 19.44% | 4.03% | 36.02% | 8.92% | 12.88% | 10.87% |
Place in category | 851 | 1300 | 453 | 978 | 922 | 703 |
% in Category | 57 | 89 | 31 | 75 | 76 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Selected American Shares S | 461.12M | 19.12 | 8.57 | 10.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Fidelity 500 Index Institutional Pr | 599.39B | 22.06 | 11.90 | 13.37 | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 9.55 | 576.47 | -0.08% | |
Berkshire Hathaway A | US0846701086 | 8.20 | 698,500 | +0.12% | |
Capital One Financial | US14040H1059 | 6.45 | 159.03 | -0.45% | |
Applied Materials | US0382221051 | 6.18 | 186.36 | +1.70% | |
Amazon.com | US0231351067 | 5.95 | 188.99 | +0.78% |
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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