Index Performance
+7.05%
JQIM
+6.19%
TMLARGE
+6.72%
QQQ
+11.25%
VO
+7.88%
VUG
+6.71%
VTV
+8.87%
DIA
+6.88%
SPY
Overview
Description
Large Cap
- TickerJQIM
- Inception Date06/20/2023
- WeightingCustom
- # of holdings16
What's inside?
Sectors
- Electronic Technology26.14%
- Retail Trade24.62%
- Technology Services18.05%
- Commercial Services7.34%
- Consumer Non-Durables5.86%
- Energy Minerals4.96%
- Finance4.53%
- Communications2.29%
- Transportation2.04%
- Consumer Services1.90%
- Consumer Durables1.55%
- Health Services0.72%
Holdings
All holdings as of November 25, 2024
CSV download
Apple, Inc. (AAPL) | 24.34% | $3.52T | 2.02% | 46.21% | 9.11 |
Alphabet, Inc. (GOOG) | 15.69% | $1.92T | 15.07% | 58.67% | 5.93 |
Amazon.com, Inc. (AMZN) | 14.03% | $2.12T | 11.04% | 49.03% | 3.32 |
Walmart, Inc. (WMT) | 7.55% | $719.42B | 5.46% | 24.91% | 1.07 |
Visa, Inc. (V) | 7.34% | $541.23B | 10.02% | 77.52% | 15.62 |
Procter & Gamble Co. (PG) | 5.86% | $417.76B | -0.61% | 52.25% | 5.39 |
Exxon Mobil Corp. (XOM) | 4.96% | $527.28B | -2.81% | 22.23% | 1.61 |
Bank of America Corp. (BAC) | 4.53% | $364.46B | 14.11% | N/A | 5.40 |
Costco Wholesale Corp. (COST) | 3.03% | $425.74B | 5.02% | 12.61% | 1.56 |
Netflix, Inc. (NFLX) | 2.35% | $370.00B | 14.46% | 47.63% | 8.53 |
T-Mobile US, Inc. (TMUS) | 2.29% | $278.45B | 4.73% | 49.51% | 4.35 |
United Parcel Service, Inc. (UPS) | 2.04% | $100.59B | 5.69% | 17.07% | 1.51 |
McDonald's Corp. (MCD) | 1.90% | $212.26B | 2.70% | 56.28% | 10.46 |
QUALCOMM, Inc. (QCOM) | 1.80% | $176.45B | 8.77% | 56.21% | 4.99 |
Honda Motor Co., Ltd. (HMC) | 1.55% | $42.36B | 4.80% | 21.32% | 0.64 |
Elevance Health, Inc. (ELV) | 0.72% | $94.53B | 5.36% | N/A | 0.85 |
Market data by FactSet