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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1140 | 1067 | 1351 | 1214 | 1883 | 3136 |
Fund Return | 14.02% | 6.73% | 35.09% | 6.69% | 13.49% | 12.11% |
Place in category | 123 | 44 | 55 | 976 | 834 | 243 |
% in Category | 8 | 4 | 4 | 73 | 69 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Red Oak Technology Select | 679.55M | 15.19 | 10.24 | 16.38 | ||
Pin Oak Equity | 138.22M | 7.71 | 2.81 | 9.80 | ||
Live Oak Health Sciences Fund | 53.53M | 1.19 | 7.24 | 8.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
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 | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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