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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1000 | 1378 | 1140 | 2198 | 4425 |
Fund Return | 13.91% | -0.02% | 37.78% | 4.45% | 17.06% | 16.03% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eq Coupon Collection Fund SHB Inc | 663.12M | 6.70 | 0.73 | 2.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.52 | 165.10 | +1.13% | |
NVIDIA | US67066G1040 | 5.44 | 147.10 | +0.83% | |
Apple | US0378331005 | 4.91 | 229.39 | +0.17% | |
Microsoft | US5949181045 | 4.87 | 412.81 | -0.45% | |
Lam Research | US5128073062 | 4.26 | 73.08 | +4.33% |
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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