The Technology folio was developed for investors seeking aggressive capital growth with significant volatility.
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: July 19, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||9.22%||6.0%|
|1 Year Volatility||15.96%||12.54%|
* 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.
(% of Folio)
|1||AAPL||apple inc com||3.33%|
|2||ADBE||adobe sys inc||3.34%|
|3||AMAT||applied matls inc||3.33%|
|4||AMX||america movil s a de c v adr l shs||3.33%|
|5||ASML||asml holding n v ny reg shs||3.34%|
|6||AVGO||broadcom ltd shs||3.33%|
|7||BIDU||baidu com inc spon adr rep a||3.34%|
|8||CHL||china mobile limited adr||3.33%|
|9||CRM||salesforce com inc||3.33%|
|10||CSCO||cisco sys inc||3.33%|
|11||DVMT||dell technologies inc com cl v class v||3.33%|
|12||FB||facebook inc cl a||3.33%|
|13||GOOGL||alphabet inc cap stk cl a||3.33%|
|14||IBM||international business machs||3.34%|
|17||MU||micron technology inc||3.33%|
|19||ORAN||orange sponsored adr adr||3.34%|
|21||PYPL||paypal hldgs inc||3.34%|
|23||SAP||sap se adr||3.33%|
|24||T||at&t inc com||3.34%|
|25||TMUS||t-mobile us inc com||3.33%|
|26||TSM||taiwan semiconductor mfg ltd adr||3.33%|
|27||TXN||texas instrs inc||3.34%|
|28||VMW||vmware inc cl a com||3.33%|
|29||VOD||vodafone group plc adr||3.33%|
|30||VZ||verizon communications inc.||3.34%|
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.