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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1166 | 1017 | 1305 | 1154 | 1601 | 2626 |
Fund Return | 16.58% | 1.7% | 30.51% | 4.89% | 9.86% | 10.14% |
Place in category | 1155 | 1435 | 1077 | 1265 | 1140 | 799 |
% in Category | 78 | 98 | 73 | 98 | 96 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Red Oak Technology Select | 691.2M | 24.08 | 9.70 | 16.26 | ||
White Oak Select Growth | 422.49M | 20.64 | 5.73 | 11.91 | ||
Live Oak Health Sciences Fund | 49.94M | 8.95 | 6.91 | 7.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 9.37 | 229.05 | +1.77% | |
Alphabet C | US02079K1079 | 7.19 | 197.57 | +0.81% | |
KLA Corp | US4824801009 | 6.84 | 650.53 | +0.39% | |
Meta Platforms | US30303M1027 | 6.81 | 607.75 | +1.32% | |
Visa A | US92826C8394 | 6.32 | 320.65 | +1.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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