Objective

The Technology folio was developed for investors seeking aggressive capital growth with significant volatility.

Strategy

The Technology folio consists of large companies that range from PC manufacturers and networking software providers to database providers.

With nearly limitless information available on just about any topic, businesses often use these technologies to gather, consolidate, process, and analyze data for decision making.

Last Updated: September 26, 2016

Category: Sector/Industry
Inception Date: April 05, 2000
Date Funded: August 31, 2009*

Folio S&P 500 Total Return
One-Month -0.46% -0.9%
Three-Month 8.52% 5.9%
Year-to-Date 9.07% 6.7%
One-Year 17.39% 13.55%
Three-Year (Annualized) 8.3% 10.39%
Five-Year (Annualized) 11.51% 15.48%
Since Inception -0.25% N/A
Volatility 16.83% 14.52%

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

#SymbolCompanyWeight
(% of Folio)
1AAPLapple inc com3.33%
2ADBEadobe sys inc3.33%
3AMXamerica movil s a de c v adr l shs3.33%
4ASMLasml holding n v ny reg shs3.33%
5AVGObroadcom ltd shs3.34%
6CHLchina mobile limited adr3.34%
7CRMsalesforce com inc3.34%
8CSCOcisco sys inc3.33%
9CTSHcognizant technology solutions cl a3.33%
10DCMntt docomo inc spons adr3.34%
11EMCe m c corp mass3.33%
12ERICericsson adr b sek 103.33%
13FBfacebook inc cl a3.33%
14GOOGLalphabet inc cap stk cl a3.33%
15HPEhewlett packard enterprise co new3.34%
16IBMinternational business machs3.33%
17INFYinfosys ltd adr3.33%
18INTCintel corp3.34%
19MSFTmicrosoft corp3.34%
20ORANorange sponsored adr adr3.33%
21ORCLoracle corp3.33%
22PYPLpaypal hldgs inc3.34%
23QCOMqualcomm inc3.34%
24SAPsap se adr3.33%
25Tat&t inc com3.33%
26TMUSt-mobile us inc com3.33%
27TXNtexas instrs inc3.34%
28VODvodafone group plc adr3.33%
29VZverizon communications inc.3.33%
30YHOOyahoo inc3.33%

Steps to Create This Folio

  1. We selected companies with primary business operations in the Technology sector, as defined by Zacks Investment Research.
  2. We ranked the companies according to their market capitalizations and selected the top 30 stocks with the highest market capitalizations.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Quarterly.

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.