This folio was developed for investors seeking long-term capital appreciation in popular stocks with high volatility and asset turnover.
The Top Ten Buys folio consists of stocks that were the most popular based on buy orders from Folio clients from the previous month.
This allows investors to purchase the most popular companies that Folio clients are collectively buying. This strategy may offer growth if the actions of Folio clients are successful in identifying good opportunities but may result in higher asset concentrations in popular sectors and industries.
Last Updated: April 20, 2018
Inception Date: 2001-03-11 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||-3.82%||0.44%|
|1 Year Volatility||14.2%||12.13%|
* 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||19.25%|
|2||ABBV||abbvie inc com||7.87%|
|4||CAT||caterpillar inc del||7.46%|
|5||CTSH||cognizant technology solutions cl a||9.87%|
|6||CVS||cvs health corporation com||9.81%|
|7||GOOGL||alphabet inc cap stk cl a||8.09%|
|9||PG||procter & gamble co||8.38%|
|10||T||at&t inc com||8.77%|
There are generally 10 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.