Growth and Income #3
Asset Allocation
Position | Category/Sector | Weight |
---|---|---|
Apple Inc | Technology | 3.33% |
Accenture plc | Technology | 3.33% |
Broadcom Inc. | Technology | 3.33% |
Caterpillar Inc. | Industrials | 3.33% |
Crown Castle International Corp. | Real Estate | 3.33% |
Costco Wholesale Corporation | Consumer Defensive | 3.33% |
Chevron Corporation | Energy | 3.33% |
Deckers Outdoor Corporation | Consumer Cyclical | 3.33% |
Discover Financial Services | Financial Services | 3.33% |
Dollar General Corporation | Consumer Defensive | 3.33% |
Danaher Corporation | Healthcare | 3.33% |
Halliburton Company | Energy | 3.33% |
HCA Healthcare, Inc. | Healthcare | 3.33% |
The Home Depot, Inc. | Consumer Cyclical | 3.33% |
Hilton Worldwide Holdings Inc. | Consumer Cyclical | 3.33% |
JPMorgan Chase & Co. | Financial Services | 3.33% |
LPL Financial Holdings Inc. | Financial Services | 3.33% |
Lam Research Corporation | Technology | 3.33% |
Mastercard Inc | Financial Services | 3.33% |
Marriott International, Inc. | Consumer Cyclical | 3.33% |
3.33% | ||
3.33% | ||
3.33% | ||
3.33% | ||
3.33% | ||
3.33% | ||
3.33% | ||
3.33% | ||
3.33% | ||
3.33% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Growth and Income #3, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is Dec 12, 2013, corresponding to the inception date of HLT
Returns By Period
As of Oct 30, 2024, the Growth and Income #3 returned 16.95% Year-To-Date and 19.41% of annualized return in the last 10 years.
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
S&P 500 | 22.29% | 1.65% | 15.83% | 39.98% | 13.99% | 11.23% |
Growth and Income #3 | 16.95% | 0.06% | 9.67% | 36.41% | 20.39% | 19.41% |
Portfolio components: | ||||||
Apple Inc | 21.83% | 2.58% | 37.53% | 37.92% | 31.28% | 25.64% |
Accenture plc | 5.12% | 4.24% | 21.67% | 26.03% | 16.13% | 18.15% |
Caterpillar Inc. | 33.16% | -0.56% | 16.71% | 62.59% | 25.79% | 17.48% |
Crown Castle International Corp. | -3.35% | -8.58% | 17.03% | 25.13% | -1.17% | 7.39% |
Chevron Corporation | 2.81% | 2.08% | -5.93% | 6.07% | 9.84% | 6.62% |
Dollar General Corporation | -40.14% | -7.97% | -42.00% | -32.14% | -12.05% | 3.63% |
Danaher Corporation | 5.24% | -11.89% | -1.39% | 31.66% | 15.22% | 22.18% |
Halliburton Company | -22.68% | -3.94% | -25.76% | -28.78% | 9.26% | -5.02% |
HCA Healthcare, Inc. | 34.00% | -10.57% | 16.83% | 62.78% | 23.10% | 18.60% |
The Home Depot, Inc. | 16.18% | -1.12% | 19.75% | 44.00% | 13.77% | 17.77% |
Hilton Worldwide Holdings Inc. | 31.62% | 2.04% | 21.40% | 58.57% | 20.16% | 17.20% |
JPMorgan Chase & Co. | 34.17% | 6.54% | 17.61% | 66.08% | 15.62% | 17.17% |
LPL Financial Holdings Inc. | 17.14% | 15.06% | -1.04% | 19.57% | 27.92% | 22.35% |
Lam Research Corporation | 0.69% | -5.32% | -12.01% | 35.53% | 25.30% | 27.88% |
Marriott International, Inc. | 17.92% | 4.29% | 12.37% | 41.73% | 16.63% | 14.45% |
1.30% | -2.86% | 9.38% | 16.15% | 11.03% | 15.11% | |
-10.96% | -1.91% | -13.18% | 14.22% | 12.73% | 16.15% | |
16.92% | -3.11% | 3.65% | 14.79% | 8.75% | 9.78% | |
-1.19% | -8.64% | -6.09% | 2.43% | 5.97% | 11.36% | |
8.89% | 2.44% | 5.35% | 21.89% | 10.33% | 17.53% | |
56.98% | 2.41% | 38.53% | 52.38% | 17.75% | 14.73% | |
4.07% | -4.25% | -4.21% | 13.97% | 7.66% | 11.57% | |
8.63% | 2.41% | 10.84% | 37.87% | 8.87% | 10.99% | |
Mastercard Inc | 19.39% | 2.70% | 12.52% | 36.73% | 13.51% | 20.51% |
8.03% | -3.39% | 17.12% | 7.68% | 19.14% | 21.34% | |
Broadcom Inc. | 62.30% | 3.79% | 38.74% | 116.35% | 48.19% | 39.10% |
Discover Financial Services | 36.34% | 8.25% | 20.25% | 90.40% | 16.22% | 11.44% |
Deckers Outdoor Corporation | 52.19% | 6.35% | 24.29% | 74.03% | 46.26% | 27.88% |
Costco Wholesale Corporation | 34.98% | 0.15% | 22.87% | 64.53% | 26.63% | 23.51% |
59.86% | 10.45% | 21.03% | 99.33% | 30.04% | 23.06% |
Monthly Returns
The table below presents the monthly returns of Growth and Income #3, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 2.26% | 6.30% | 2.69% | -4.48% | 3.64% | 0.91% | 1.99% | 0.67% | 2.33% | 16.95% | |||
2023 | 5.89% | -3.18% | 1.07% | 1.65% | -1.37% | 7.23% | 3.49% | -2.82% | -4.00% | -2.12% | 9.21% | 6.08% | 21.94% |
2022 | -4.30% | -1.70% | 3.94% | -3.59% | 0.09% | -9.61% | 10.87% | -3.36% | -7.82% | 12.83% | 6.88% | -4.82% | -3.32% |
2021 | -2.97% | 7.37% | 5.07% | 5.09% | 0.62% | 0.00% | 3.36% | 0.41% | -2.36% | 5.66% | -0.75% | 8.45% | 33.39% |
2020 | -0.26% | -9.26% | -16.49% | 16.04% | 6.54% | 2.38% | 5.57% | 7.51% | -2.61% | 0.03% | 14.66% | 4.71% | 27.00% |
2019 | 7.82% | 4.27% | 2.19% | 5.31% | -5.89% | 7.78% | 2.09% | -1.73% | 1.40% | 2.44% | 4.08% | 3.75% | 38.11% |
2018 | 5.31% | -3.30% | -1.31% | 1.46% | 2.77% | -0.50% | 2.51% | 3.33% | 1.30% | -5.88% | 3.65% | -7.63% | 0.82% |
2017 | 2.98% | 3.30% | 0.63% | 2.40% | 4.23% | -0.61% | 1.75% | 1.91% | 4.03% | 3.81% | 4.76% | 2.94% | 37.10% |
2016 | -4.50% | 0.68% | 9.16% | 0.52% | 1.44% | 0.84% | 6.54% | 0.74% | -0.25% | -0.93% | 6.76% | 1.28% | 23.79% |
2015 | -3.30% | 8.14% | -1.50% | -0.13% | 1.92% | -0.47% | 0.42% | -5.23% | -2.48% | 5.47% | 1.32% | -1.48% | 1.96% |
2014 | -3.27% | 4.79% | 1.38% | -0.07% | 2.58% | 3.02% | -1.35% | 5.57% | -0.06% | 1.64% | 4.21% | 0.10% | 19.74% |
2013 | 4.43% | 4.43% |
Expense Ratio
Growth and Income #3 has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Growth and Income #3 is 70, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
---|---|---|---|---|---|
Apple Inc | 1.76 | 2.52 | 1.32 | 2.39 | 5.67 |
Accenture plc | 1.20 | 1.68 | 1.24 | 0.92 | 2.07 |
Caterpillar Inc. | 2.51 | 3.08 | 1.43 | 3.06 | 9.59 |
Crown Castle International Corp. | 1.07 | 1.71 | 1.20 | 0.48 | 2.83 |
Chevron Corporation | 0.39 | 0.66 | 1.08 | 0.33 | 1.23 |
Dollar General Corporation | -0.71 | -0.69 | 0.87 | -0.47 | -1.37 |
Danaher Corporation | 1.29 | 2.06 | 1.24 | 0.81 | 7.46 |
Halliburton Company | -1.10 | -1.49 | 0.82 | -0.53 | -1.71 |
HCA Healthcare, Inc. | 2.50 | 2.97 | 1.44 | 2.34 | 18.28 |
The Home Depot, Inc. | 2.28 | 3.08 | 1.38 | 1.60 | 5.75 |
Hilton Worldwide Holdings Inc. | 3.32 | 4.20 | 1.53 | 5.26 | 15.82 |
JPMorgan Chase & Co. | 3.49 | 3.93 | 1.63 | 4.54 | 20.78 |
LPL Financial Holdings Inc. | 0.68 | 1.03 | 1.15 | 0.62 | 1.63 |
Lam Research Corporation | 0.85 | 1.32 | 1.18 | 1.01 | 2.24 |
Marriott International, Inc. | 2.11 | 2.68 | 1.36 | 2.43 | 6.69 |
1.02 | 1.47 | 1.20 | 1.05 | 2.38 | |
0.32 | 0.69 | 1.09 | 0.42 | 0.96 | |
1.10 | 1.57 | 1.21 | 1.94 | 6.78 | |
0.23 | 0.45 | 1.06 | 0.32 | 0.72 | |
1.51 | 1.96 | 1.28 | 1.92 | 4.88 | |
2.88 | 3.78 | 1.59 | 5.01 | 15.06 | |
0.90 | 1.40 | 1.16 | 0.94 | 3.27 | |
1.55 | 2.51 | 1.29 | 1.16 | 5.07 | |
Mastercard Inc | 2.62 | 3.38 | 1.48 | 3.37 | 8.42 |
0.37 | 0.67 | 1.09 | 0.44 | 1.17 | |
Broadcom Inc. | 2.57 | 3.10 | 1.41 | 4.64 | 14.31 |
Discover Financial Services | 2.87 | 3.60 | 1.49 | 2.48 | 18.36 |
Deckers Outdoor Corporation | 2.01 | 2.96 | 1.37 | 3.32 | 7.36 |
Costco Wholesale Corporation | 3.49 | 4.10 | 1.61 | 6.63 | 17.31 |
4.21 | 5.65 | 1.70 | 6.49 | 40.80 |
Dividends
Dividend yield
Growth and Income #3 provided a 1.66% dividend yield over the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Growth and Income #3 | 1.66% | 1.66% | 1.58% | 1.23% | 1.57% | 1.68% | 1.92% | 1.62% | 2.93% | 1.97% | 1.49% | 1.30% |
Portfolio components: | ||||||||||||
Apple Inc | 0.42% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Accenture plc | 1.47% | 1.33% | 1.51% | 0.87% | 1.26% | 1.07% | 1.98% | 1.66% | 1.97% | 2.03% | 2.18% | 2.12% |
Caterpillar Inc. | 1.40% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% | 1.89% |
Crown Castle International Corp. | 5.87% | 5.43% | 4.41% | 2.62% | 3.10% | 3.22% | 3.94% | 3.51% | 4.15% | 3.87% | 2.38% | 0.00% |
Chevron Corporation | 4.31% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% | 3.75% | 3.12% |
Dollar General Corporation | 2.96% | 1.30% | 1.06% | 0.69% | 0.67% | 0.80% | 1.05% | 0.84% | 1.35% | 1.22% | 0.00% | 0.00% |
Danaher Corporation | 0.43% | 0.43% | 0.38% | 0.26% | 0.32% | 0.44% | 0.62% | 0.60% | 36.46% | 0.80% | 0.47% | 0.13% |
Halliburton Company | 2.43% | 1.77% | 1.22% | 0.79% | 1.67% | 2.94% | 2.71% | 1.47% | 1.33% | 2.12% | 1.60% | 1.03% |
HCA Healthcare, Inc. | 0.72% | 0.89% | 0.93% | 0.75% | 0.47% | 1.08% | 1.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
The Home Depot, Inc. | 2.24% | 2.41% | 2.41% | 1.59% | 2.26% | 2.49% | 2.40% | 1.88% | 2.06% | 1.78% | 1.79% | 1.89% |
Hilton Worldwide Holdings Inc. | 0.25% | 0.33% | 0.36% | 0.00% | 0.13% | 0.54% | 0.84% | 0.75% | 1.03% | 0.65% | 0.00% | 0.00% |
JPMorgan Chase & Co. | 2.06% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
LPL Financial Holdings Inc. | 0.45% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% | 2.15% | 1.38% |
Lam Research Corporation | 1.06% | 0.95% | 1.53% | 0.78% | 1.04% | 1.54% | 2.79% | 1.01% | 1.28% | 1.36% | 0.68% | 0.00% |
Marriott International, Inc. | 0.87% | 0.87% | 0.67% | 0.00% | 0.36% | 1.22% | 1.44% | 0.95% | 1.39% | 1.42% | 0.99% | 1.30% |
2.26% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% | 3.22% | |
2.27% | 1.76% | 1.65% | 0.98% | 1.07% | 1.40% | 2.02% | 1.65% | 2.24% | 3.07% | 3.15% | 3.16% | |
2.37% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.31% | 2.78% | 2.91% | |
1.61% | 1.44% | 1.36% | 1.21% | 1.37% | 1.58% | 1.70% | 0.86% | 0.98% | 0.65% | 0.00% | 0.00% | |
0.74% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% | |
0.99% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% | 2.39% | |
1.95% | 1.85% | 1.78% | 1.44% | 1.73% | 1.67% | 1.57% | 1.47% | 0.00% | 0.00% | 0.00% | 0.00% | |
2.14% | 2.28% | 2.01% | 1.40% | 1.58% | 1.85% | 2.03% | 1.68% | 2.18% | 2.79% | 2.03% | 2.20% | |
Mastercard Inc | 0.52% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% | 0.25% |
1.42% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% | |
Broadcom Inc. | 1.17% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% | 1.66% |
Discover Financial Services | 1.86% | 2.40% | 2.35% | 1.63% | 1.94% | 1.98% | 2.54% | 1.69% | 1.61% | 2.01% | 1.40% | 1.07% |
Deckers Outdoor Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Costco Wholesale Corporation | 2.18% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
1.23% | 1.80% | 2.02% | 1.34% | 0.46% | 2.13% | 1.68% | 1.59% | 1.58% | 1.90% | 1.78% | 1.73% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Growth and Income #3. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Growth and Income #3 was 38.36%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current Growth and Income #3 drawdown is 1.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-38.36% | Feb 20, 2020 | 23 | Mar 23, 2020 | 97 | Aug 10, 2020 | 120 |
-17.56% | Apr 21, 2022 | 40 | Jun 16, 2022 | 115 | Nov 30, 2022 | 155 |
-16.25% | Sep 24, 2018 | 64 | Dec 24, 2018 | 34 | Feb 13, 2019 | 98 |
-14.53% | Jun 23, 2015 | 162 | Feb 11, 2016 | 32 | Mar 30, 2016 | 194 |
-11.07% | Jan 5, 2022 | 42 | Mar 7, 2022 | 31 | Apr 20, 2022 | 73 |
Volatility
Volatility Chart
The current Growth and Income #3 volatility is 2.78%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
DG | CCI | WMT | PG | HAL | TXRH | DECK | UNH | CVX | STZ | HCA | MCD | COST | LPLA | AAPL | DHR | AVGO | YUM | LRCX | HLT | NSC | MAR | CAT | HD | MCHP | DFS | JPM | V | ACN | MA | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
DG | 1.00 | 0.25 | 0.41 | 0.29 | 0.11 | 0.24 | 0.26 | 0.27 | 0.14 | 0.26 | 0.25 | 0.27 | 0.40 | 0.18 | 0.21 | 0.28 | 0.20 | 0.29 | 0.21 | 0.19 | 0.23 | 0.19 | 0.20 | 0.42 | 0.21 | 0.22 | 0.20 | 0.25 | 0.28 | 0.25 |
CCI | 0.25 | 1.00 | 0.28 | 0.37 | 0.11 | 0.15 | 0.17 | 0.27 | 0.16 | 0.32 | 0.25 | 0.36 | 0.31 | 0.12 | 0.27 | 0.37 | 0.22 | 0.34 | 0.21 | 0.19 | 0.25 | 0.17 | 0.19 | 0.34 | 0.22 | 0.19 | 0.20 | 0.32 | 0.37 | 0.31 |
WMT | 0.41 | 0.28 | 1.00 | 0.44 | 0.13 | 0.22 | 0.21 | 0.30 | 0.20 | 0.30 | 0.23 | 0.34 | 0.56 | 0.17 | 0.26 | 0.29 | 0.21 | 0.30 | 0.22 | 0.18 | 0.28 | 0.20 | 0.23 | 0.40 | 0.22 | 0.25 | 0.25 | 0.29 | 0.33 | 0.29 |
PG | 0.29 | 0.37 | 0.44 | 1.00 | 0.11 | 0.18 | 0.14 | 0.34 | 0.21 | 0.34 | 0.24 | 0.42 | 0.40 | 0.12 | 0.26 | 0.37 | 0.19 | 0.37 | 0.21 | 0.20 | 0.31 | 0.21 | 0.23 | 0.36 | 0.22 | 0.22 | 0.25 | 0.36 | 0.37 | 0.36 |
HAL | 0.11 | 0.11 | 0.13 | 0.11 | 1.00 | 0.24 | 0.25 | 0.21 | 0.71 | 0.26 | 0.30 | 0.16 | 0.14 | 0.41 | 0.24 | 0.21 | 0.29 | 0.24 | 0.29 | 0.36 | 0.40 | 0.38 | 0.57 | 0.26 | 0.34 | 0.45 | 0.46 | 0.27 | 0.29 | 0.29 |
TXRH | 0.24 | 0.15 | 0.22 | 0.18 | 0.24 | 1.00 | 0.35 | 0.23 | 0.22 | 0.27 | 0.30 | 0.33 | 0.28 | 0.33 | 0.25 | 0.24 | 0.27 | 0.40 | 0.29 | 0.39 | 0.30 | 0.42 | 0.29 | 0.36 | 0.32 | 0.39 | 0.35 | 0.31 | 0.33 | 0.34 |
DECK | 0.26 | 0.17 | 0.21 | 0.14 | 0.25 | 0.35 | 1.00 | 0.20 | 0.23 | 0.24 | 0.31 | 0.25 | 0.31 | 0.35 | 0.30 | 0.32 | 0.33 | 0.32 | 0.35 | 0.39 | 0.31 | 0.38 | 0.35 | 0.41 | 0.39 | 0.38 | 0.36 | 0.34 | 0.36 | 0.36 |
UNH | 0.27 | 0.27 | 0.30 | 0.34 | 0.21 | 0.23 | 0.20 | 1.00 | 0.28 | 0.30 | 0.38 | 0.32 | 0.31 | 0.29 | 0.31 | 0.38 | 0.27 | 0.35 | 0.26 | 0.29 | 0.35 | 0.29 | 0.29 | 0.35 | 0.27 | 0.31 | 0.37 | 0.38 | 0.38 | 0.38 |
CVX | 0.14 | 0.16 | 0.20 | 0.21 | 0.71 | 0.22 | 0.23 | 0.28 | 1.00 | 0.28 | 0.31 | 0.25 | 0.22 | 0.41 | 0.24 | 0.25 | 0.28 | 0.29 | 0.28 | 0.34 | 0.42 | 0.36 | 0.56 | 0.29 | 0.33 | 0.45 | 0.49 | 0.35 | 0.34 | 0.34 |
STZ | 0.26 | 0.32 | 0.30 | 0.34 | 0.26 | 0.27 | 0.24 | 0.30 | 0.28 | 1.00 | 0.33 | 0.35 | 0.33 | 0.30 | 0.30 | 0.33 | 0.29 | 0.38 | 0.30 | 0.33 | 0.31 | 0.34 | 0.31 | 0.38 | 0.30 | 0.35 | 0.34 | 0.40 | 0.39 | 0.39 |
HCA | 0.25 | 0.25 | 0.23 | 0.24 | 0.30 | 0.30 | 0.31 | 0.38 | 0.31 | 0.33 | 1.00 | 0.32 | 0.29 | 0.33 | 0.30 | 0.36 | 0.33 | 0.37 | 0.31 | 0.36 | 0.38 | 0.37 | 0.37 | 0.38 | 0.34 | 0.37 | 0.41 | 0.35 | 0.38 | 0.37 |
MCD | 0.27 | 0.36 | 0.34 | 0.42 | 0.16 | 0.33 | 0.25 | 0.32 | 0.25 | 0.35 | 0.32 | 1.00 | 0.36 | 0.25 | 0.31 | 0.38 | 0.29 | 0.57 | 0.25 | 0.32 | 0.35 | 0.34 | 0.29 | 0.40 | 0.29 | 0.32 | 0.35 | 0.42 | 0.41 | 0.43 |
COST | 0.40 | 0.31 | 0.56 | 0.40 | 0.14 | 0.28 | 0.31 | 0.31 | 0.22 | 0.33 | 0.29 | 0.36 | 1.00 | 0.23 | 0.42 | 0.40 | 0.36 | 0.37 | 0.37 | 0.29 | 0.31 | 0.30 | 0.27 | 0.49 | 0.35 | 0.29 | 0.29 | 0.41 | 0.45 | 0.40 |
LPLA | 0.18 | 0.12 | 0.17 | 0.12 | 0.41 | 0.33 | 0.35 | 0.29 | 0.41 | 0.30 | 0.33 | 0.25 | 0.23 | 1.00 | 0.30 | 0.29 | 0.34 | 0.32 | 0.37 | 0.42 | 0.41 | 0.43 | 0.48 | 0.33 | 0.40 | 0.54 | 0.59 | 0.39 | 0.40 | 0.41 |
AAPL | 0.21 | 0.27 | 0.26 | 0.26 | 0.24 | 0.25 | 0.30 | 0.31 | 0.24 | 0.30 | 0.30 | 0.31 | 0.42 | 0.30 | 1.00 | 0.41 | 0.55 | 0.32 | 0.51 | 0.36 | 0.35 | 0.37 | 0.34 | 0.39 | 0.50 | 0.34 | 0.36 | 0.48 | 0.48 | 0.49 |
DHR | 0.28 | 0.37 | 0.29 | 0.37 | 0.21 | 0.24 | 0.32 | 0.38 | 0.25 | 0.33 | 0.36 | 0.38 | 0.40 | 0.29 | 0.41 | 1.00 | 0.41 | 0.40 | 0.41 | 0.31 | 0.40 | 0.32 | 0.37 | 0.46 | 0.44 | 0.34 | 0.36 | 0.47 | 0.54 | 0.49 |
AVGO | 0.20 | 0.22 | 0.21 | 0.19 | 0.29 | 0.27 | 0.33 | 0.27 | 0.28 | 0.29 | 0.33 | 0.29 | 0.36 | 0.34 | 0.55 | 0.41 | 1.00 | 0.34 | 0.65 | 0.40 | 0.39 | 0.42 | 0.41 | 0.38 | 0.68 | 0.37 | 0.38 | 0.45 | 0.49 | 0.47 |
YUM | 0.29 | 0.34 | 0.30 | 0.37 | 0.24 | 0.40 | 0.32 | 0.35 | 0.29 | 0.38 | 0.37 | 0.57 | 0.37 | 0.32 | 0.32 | 0.40 | 0.34 | 1.00 | 0.35 | 0.41 | 0.39 | 0.41 | 0.36 | 0.44 | 0.37 | 0.39 | 0.39 | 0.47 | 0.43 | 0.47 |
LRCX | 0.21 | 0.21 | 0.22 | 0.21 | 0.29 | 0.29 | 0.35 | 0.26 | 0.28 | 0.30 | 0.31 | 0.25 | 0.37 | 0.37 | 0.51 | 0.41 | 0.65 | 0.35 | 1.00 | 0.41 | 0.40 | 0.44 | 0.43 | 0.39 | 0.72 | 0.41 | 0.41 | 0.46 | 0.47 | 0.49 |
HLT | 0.19 | 0.19 | 0.18 | 0.20 | 0.36 | 0.39 | 0.39 | 0.29 | 0.34 | 0.33 | 0.36 | 0.32 | 0.29 | 0.42 | 0.36 | 0.31 | 0.40 | 0.41 | 0.41 | 1.00 | 0.43 | 0.80 | 0.46 | 0.39 | 0.45 | 0.49 | 0.48 | 0.47 | 0.40 | 0.47 |
NSC | 0.23 | 0.25 | 0.28 | 0.31 | 0.40 | 0.30 | 0.31 | 0.35 | 0.42 | 0.31 | 0.38 | 0.35 | 0.31 | 0.41 | 0.35 | 0.40 | 0.39 | 0.39 | 0.40 | 0.43 | 1.00 | 0.43 | 0.55 | 0.44 | 0.44 | 0.50 | 0.52 | 0.43 | 0.48 | 0.46 |
MAR | 0.19 | 0.17 | 0.20 | 0.21 | 0.38 | 0.42 | 0.38 | 0.29 | 0.36 | 0.34 | 0.37 | 0.34 | 0.30 | 0.43 | 0.37 | 0.32 | 0.42 | 0.41 | 0.44 | 0.80 | 0.43 | 1.00 | 0.49 | 0.41 | 0.48 | 0.51 | 0.50 | 0.46 | 0.43 | 0.47 |
CAT | 0.20 | 0.19 | 0.23 | 0.23 | 0.57 | 0.29 | 0.35 | 0.29 | 0.56 | 0.31 | 0.37 | 0.29 | 0.27 | 0.48 | 0.34 | 0.37 | 0.41 | 0.36 | 0.43 | 0.46 | 0.55 | 0.49 | 1.00 | 0.40 | 0.48 | 0.54 | 0.58 | 0.42 | 0.44 | 0.44 |
HD | 0.42 | 0.34 | 0.40 | 0.36 | 0.26 | 0.36 | 0.41 | 0.35 | 0.29 | 0.38 | 0.38 | 0.40 | 0.49 | 0.33 | 0.39 | 0.46 | 0.38 | 0.44 | 0.39 | 0.39 | 0.44 | 0.41 | 0.40 | 1.00 | 0.43 | 0.43 | 0.42 | 0.46 | 0.51 | 0.46 |
MCHP | 0.21 | 0.22 | 0.22 | 0.22 | 0.34 | 0.32 | 0.39 | 0.27 | 0.33 | 0.30 | 0.34 | 0.29 | 0.35 | 0.40 | 0.50 | 0.44 | 0.68 | 0.37 | 0.72 | 0.45 | 0.44 | 0.48 | 0.48 | 0.43 | 1.00 | 0.46 | 0.45 | 0.47 | 0.52 | 0.49 |
DFS | 0.22 | 0.19 | 0.25 | 0.22 | 0.45 | 0.39 | 0.38 | 0.31 | 0.45 | 0.35 | 0.37 | 0.32 | 0.29 | 0.54 | 0.34 | 0.34 | 0.37 | 0.39 | 0.41 | 0.49 | 0.50 | 0.51 | 0.54 | 0.43 | 0.46 | 1.00 | 0.70 | 0.47 | 0.44 | 0.48 |
JPM | 0.20 | 0.20 | 0.25 | 0.25 | 0.46 | 0.35 | 0.36 | 0.37 | 0.49 | 0.34 | 0.41 | 0.35 | 0.29 | 0.59 | 0.36 | 0.36 | 0.38 | 0.39 | 0.41 | 0.48 | 0.52 | 0.50 | 0.58 | 0.42 | 0.45 | 0.70 | 1.00 | 0.47 | 0.45 | 0.48 |
V | 0.25 | 0.32 | 0.29 | 0.36 | 0.27 | 0.31 | 0.34 | 0.38 | 0.35 | 0.40 | 0.35 | 0.42 | 0.41 | 0.39 | 0.48 | 0.47 | 0.45 | 0.47 | 0.46 | 0.47 | 0.43 | 0.46 | 0.42 | 0.46 | 0.47 | 0.47 | 0.47 | 1.00 | 0.59 | 0.85 |
ACN | 0.28 | 0.37 | 0.33 | 0.37 | 0.29 | 0.33 | 0.36 | 0.38 | 0.34 | 0.39 | 0.38 | 0.41 | 0.45 | 0.40 | 0.48 | 0.54 | 0.49 | 0.43 | 0.47 | 0.40 | 0.48 | 0.43 | 0.44 | 0.51 | 0.52 | 0.44 | 0.45 | 0.59 | 1.00 | 0.61 |
MA | 0.25 | 0.31 | 0.29 | 0.36 | 0.29 | 0.34 | 0.36 | 0.38 | 0.34 | 0.39 | 0.37 | 0.43 | 0.40 | 0.41 | 0.49 | 0.49 | 0.47 | 0.47 | 0.49 | 0.47 | 0.46 | 0.47 | 0.44 | 0.46 | 0.49 | 0.48 | 0.48 | 0.85 | 0.61 | 1.00 |