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: April 25, 2017

Category: Sector/Industry
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month 1.33% 2.04%
Three-Month 5.66% 4.45%
Year-to-Date 10.92% 7.33%
One-Year 18.69% 16.87%
Three-Year (Annualized) 10.23% 10.93%
Five-Year (Annualized) 11.22% 13.83%
Since Inception 0.45% N/A
Volatility 12.68% 9.86%

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%
3AMATapplied matls inc3.33%
4ASMLasml holding n v ny reg shs3.33%
5AVGObroadcom ltd shs3.33%
6BIDUbaidu com inc spon adr rep a3.34%
7CHLchina mobile limited adr3.34%
8CRMsalesforce com inc3.34%
9CSCOcisco sys inc3.33%
10FBfacebook inc cl a3.33%
11GOOGLalphabet inc cap stk cl a3.33%
12IBMinternational business machs3.33%
13INFYinfosys ltd adr3.34%
14INTCintel corp3.33%
15MSFTmicrosoft corp3.34%
16NTESnetease com inc adr3.33%
17NVDAnvidia corp3.34%
18ORANorange sponsored adr adr3.33%
19ORCLoracle corp3.33%
20PYPLpaypal hldgs inc3.33%
21QCOMqualcomm inc3.34%
22SAPsap se adr3.34%
23Tat&t inc com3.33%
24TMUSt-mobile us inc com3.33%
25TSMtaiwan semiconductor mfg ltd adr3.34%
26TXNtexas instrs inc3.34%
27VMWvmware inc cl a com3.33%
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.