Last Updated: February 23, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||AIG||american intl group inc||3.33%|
|2||AMT||american tower reit com||3.33%|
|3||AXP||american express co||3.34%|
|4||BAC||bank of america corporation||3.34%|
|5||BK||bank of new york mellon corp||3.34%|
|6||BLK||blackrock inc cl a||3.34%|
|7||BMO||bank montreal que||3.33%|
|8||BNS||bank nova scotia halifax||3.33%|
|9||BRK.B||berkshire hathaway inc del cl b new||3.33%|
|11||CB||chubb limited new||3.34%|
|12||GS||goldman sachs group inc||3.33%|
|13||HDB||hdfc bank ltd adr reps 3 shs||3.33%|
|14||HSBC||hsbc hldgs plc adr new||3.33%|
|15||ING||ing groep n v adr||3.33%|
|16||JPM||j p morgan chase & co||3.33%|
|17||LFC||china life ins co ltd adr rep h||3.33%|
|19||MS||morgan stanley new||3.34%|
|20||MTU||mitsubishi ufj finl group inc sponsored||3.33%|
|21||PNC||pnc financial services group||3.33%|
|22||PUK||prudential plc adr||3.34%|
|23||SCHW||schwab charles corp new||3.34%|
|24||SMFG||sumitomo mitsui finl group inc sponsored||3.34%|
|25||SPG||simon ppty group inc new||3.33%|
|26||TD||toronto dominion bk ont new||3.33%|
|27||UBS||ubs group ag shs||3.33%|
|28||USB||us bancorp del||3.33%|
|29||WBK||westpac bkg corp adr||3.33%|
|30||WFC||wells fargo & co new||3.34%|
Steps to Create This Folio
- We selected companies with primary business operations in the Financial sector, as defined by Zacks Investment Research.
- We ranked the securities according to market capitalization and selected 30 securities with the highest market capitalizations.
- 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.