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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1068 | 1329 | 1147 | 1628 | 3051 |
Fund Return | 8.13% | 6.84% | 32.9% | 4.66% | 10.23% | 11.8% |
Place in category | 162 | 104 | 18 | 1104 | 983 | 267 |
% in Category | 10 | 7 | 2 | 83 | 81 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Red Oak Technology Select | 644.13M | 9.02 | 7.96 | 15.98 | ||
Pin Oak Equity | 137.06M | 7.71 | 2.81 | 9.80 | ||
Live Oak Health Sciences Fund | 53.08M | 1.19 | 7.24 | 8.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com Inc | - | 9.54 | - | - | |
KLA Corp | - | 7.67 | - | - | |
Alphabet Inc Class C | - | 7.44 | - | - | |
JPMorgan Chase & Co | - | 6.82 | - | - | |
Meta Platforms Inc Class A | - | 6.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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