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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1025 | 1158 | 1294 | 1928 | 3109 |
Fund Return | 4.52% | 2.53% | 15.77% | 8.98% | 14.03% | 12.01% |
Place in category | 65 | 7 | 770 | 1041 | 895 | 331 |
% in Category | 6 | 1 | 56 | 81 | 77 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Red Oak Technology Select | 601.29M | -1.51 | 12.47 | 15.77 | ||
Pin Oak Equity | 129.3M | 21.90 | 6.47 | 10.37 | ||
Live Oak Health Sciences Fund | 50.62M | 7.54 | 7.30 | 6.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 11.65 | 198.89 | +1.17% | |
JPMorgan | US46625H1005 | 7.78 | 227.90 | -0.54% | |
Alphabet C | US02079K1079 | 7.61 | 169.00 | +1.82% | |
Meta Platforms | US30303M1027 | 7.20 | 619.56 | +2.29% | |
Charles Schwab | US8085131055 | 5.72 | 74.22 | +2.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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