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: November 22, 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 4.65% 1.05%
Three-Month 12.0% 6.41%
Year-to-Date 36.25% 18.1%
One-Year 38.21% 20.3%
Three-Year (Annualized) 13.28% 10.25%
Five-Year (Annualized) 17.5% 15.6%
Since Inception 1.62% N/A
Volatility 10.36% 6.79%

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%
4AMXamerica movil s a de c v adr l shs3.33%
5ASMLasml holding n v ny reg shs3.33%
6AVGObroadcom ltd shs3.34%
7BIDUbaidu com inc spon adr rep a3.34%
8CHLchina mobile limited adr3.33%
9CRMsalesforce com inc3.33%
10CSCOcisco sys inc3.33%
11DCMntt docomo inc spons adr3.34%
12DVMTdell technologies inc com cl v class v3.33%
13FBfacebook inc cl a3.33%
14GOOGLalphabet inc cap stk cl a3.33%
15IBMinternational business machs3.34%
16INTCintel corp3.33%
17MSFTmicrosoft corp3.34%
18MUmicron technology inc3.34%
19NVDAnvidia corp3.33%
20ORCLoracle corp3.33%
21PYPLpaypal hldgs inc3.33%
22QCOMqualcomm inc3.34%
23SAPsap se adr3.33%
24Tat&t inc com3.33%
25TMUSt-mobile us inc com3.33%
26TSMtaiwan semiconductor mfg ltd adr3.34%
27TXNtexas instrs inc3.33%
28VMWvmware inc cl a com3.33%
29VODvodafone group plc adr3.34%
30VZverizon communications inc.3.34%

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.