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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1171 | 1032 | 1281 | 1211 | 1823 | 2592 |
Fund Return | 17.05% | 3.15% | 28.05% | 6.58% | 12.77% | 9.99% |
Place in category | 917 | 1431 | 285 | 974 | 938 | 764 |
% in Category | 61 | 96 | 18 | 74 | 78 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Selected American Shares D | 1.36B | 17.32 | 6.91 | 10.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 9.55 | 567.84 | -0.08% | |
Berkshire Hathaway A | US0846701086 | 8.20 | 683,340 | +0.51% | |
Capital One Financial | US14040H1059 | 6.45 | 147.78 | +0.99% | |
Applied Materials | US0382221051 | 6.18 | 209.61 | +6.23% | |
Amazon.com | US0231351067 | 5.95 | 191.16 | -0.71% |
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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