Index Performance
+7.52%
JQIM
+4.20%
TMLARGE
+6.38%
QQQ
+2.09%
VO
+6.86%
VUG
-1.06%
VTV
+0.95%
DIA
+2.96%
SPY
Overview
Description
Large Cap
- TickerJQIM
- Inception Date06/20/2023
- WeightingCustom
- # of holdings16
What's inside?
Sectors
- Electronic Technology25.05%
- Retail Trade24.32%
- Technology Services18.50%
- Commercial Services7.13%
- Consumer Non-Durables5.82%
- Energy Minerals5.37%
- Finance4.29%
- Consumer Durables2.39%
- Transportation2.09%
- Communications2.01%
- Consumer Services1.94%
- Health Services1.07%
Holdings
All holdings as of January 17, 2025
CSV download
Apple, Inc. (AAPL) | 22.88% | $3.46T | 2.02% | 46.21% | 9.11 |
Alphabet, Inc. (GOOG) | 16.59% | $2.41T | 15.07% | 58.67% | 5.93 |
Amazon.com, Inc. (AMZN) | 14.24% | $2.38T | 11.04% | 49.03% | 3.32 |
Visa, Inc. (V) | 7.13% | $626.79B | 10.02% | 77.52% | 15.62 |
Walmart, Inc. (WMT) | 7.08% | $738.59B | 5.46% | 24.91% | 1.07 |
Procter & Gamble Co. (PG) | 5.82% | $379.47B | -0.61% | 52.25% | 5.39 |
Exxon Mobil Corp. (XOM) | 5.37% | $493.66B | -2.81% | 22.23% | 1.61 |
Bank of America Corp. (BAC) | 4.29% | $354.13B | 9.96% | N/A | 5.22 |
Costco Wholesale Corp. (COST) | 3.00% | $418.68B | 7.53% | 12.94% | 1.64 |
Honda Motor Co., Ltd. (HMC) | 2.39% | $45.29B | 4.80% | 21.32% | 0.64 |
QUALCOMM, Inc. (QCOM) | 2.18% | $182.83B | 8.77% | 56.21% | 4.99 |
United Parcel Service, Inc. (UPS) | 2.09% | $110.71B | 5.69% | 17.07% | 1.51 |
T-Mobile US, Inc. (TMUS) | 2.01% | $254.11B | 4.73% | 49.51% | 4.35 |
McDonald's Corp. (MCD) | 1.94% | $201.33B | 2.70% | 56.28% | 10.46 |
Netflix, Inc. (NFLX) | 1.91% | $366.80B | 14.46% | 47.63% | 8.53 |
Elevance Health, Inc. (ELV) | 1.07% | $89.36B | 5.36% | N/A | 0.85 |
Market data by FactSet