Isidro Hernandez
IIHG Growth & Value (10)

IIHGB

Index Performance

-0.46%
IIHGB
+5.43%
TMLARGE
+4.02%
SPY
+7.03%
QQQ
Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Nov 26, 2024Dec 6, 2024Dec 16, 2024Dec 24, 2024Jan 7, 2025-10%0%10%20%

Overview

Description

10 handpicked stocks from Index IIHG based on expert judgement and analysis of fundamentals for potential gains in the future.

  • TickerIIHGB
  • Inception Date02/28/2024
  • WeightingEqual
  • # of holdings10
What's inside?
Sectors
  • Electronic Technology
    37.54%
  • Technology Services
    20.43%
  • Health Technology
    15.63%
  • Producer Manufacturing
    15.33%
  • Retail Trade
    11.08%

Holdings

All holdings as of January 7, 2025
CSV download
Broadcom Inc. (AVGO)15.86%$1.07T43.99%57.24%16.80
NVIDIA Corp. (NVDA)15.79%$3.43T93.61%74.56%30.71
Meta Platforms, Inc. (META)11.27%$1.56T18.87%81.83%9.39
Costco Wholesale Corp. (COST)11.08%$409.00B7.53%12.94%1.64
Eli Lilly & Co. (LLY)9.21%$734.10B20.43%81.02%20.30
Microsoft Corp. (MSFT)9.16%$3.14T16.04%69.35%12.72
Applied Materials, Inc. (AMAT)7.92%$144.69B2.73%47.46%5.62
Lam Research Corp. (LRCX)7.41%$99.74B19.70%48.05%6.85
Novo Nordisk A/S (NOVO.B)6.42%$369.74B21.42%84.14%12.90
Advanced Micro Devices, Inc. (AMD)5.89%$206.63B17.57%44.98%10.97
Market data by FactSet