Last Updated: February 23, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ALGN||align technology inc||3.34%|
|2||AMAT||applied matls inc||3.34%|
|3||AMD||advanced micro devices inc||3.33%|
|4||BHGE||baker hughes a ge co cl a||3.33%|
|5||CAT||caterpillar inc del||3.33%|
|6||CHTR||charter communications inc del cl a new||3.34%|
|9||CRM||salesforce com inc||3.34%|
|10||CVX||chevron corp new||3.33%|
|11||DLTR||dollar tree stores inc||3.34%|
|12||EQT||eqt corporation inc com||3.33%|
|13||FB||facebook inc cl a||3.33%|
|16||LRCX||lam research corp||3.33%|
|17||MGM||mgm resorts international com||3.33%|
|18||MPC||marathon pete corp com||3.33%|
|19||MU||micron technology inc||3.34%|
|20||NFLX||netflix com inc||3.33%|
|22||OXY||occidental pete corp del||3.33%|
|23||PGR||progressive corp ohio||3.34%|
|24||PSX||phillips 66 com new||3.34%|
|25||PXD||pioneer nat res co||3.34%|
|27||VRTX||vertex pharmaceuticals inc||3.33%|
|28||WDC||western digital corp||3.33%|
|29||WYNN||wynn resorts ltd||3.33%|
|30||XEC||cimarex energy co||3.33%|
Steps to Create This Folio
- We ranked the stocks in the S&P 500 based on their average 1-year earnings per share growth estimate by equity analysts, as defined by Zacks Investment Research.
- We selected 30 stocks with the highest average 1-year earnings per share growth estimate.
- We equally weighted all securities in the folio.
Number of Securities
There are generally 30 securities in the folio.
If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.