2025 7 21 GOAL

Распределение активов

Позиция	Категория/Сектор	Целевая доля
NVDA NVIDIA Corporation	Technology	18%
AVGO Broadcom Inc.	Technology	7.75%
STRL Sterling Infrastructure, Inc.	Industrials	5.50%
IBKR Interactive Brokers Group, Inc.	Financial Services	4.75%
KLAC KLA Corporation	Technology	4.50%
LLY Eli Lilly and Company	Healthcare	4.50%
EME EMCOR Group, Inc.	Industrials	4%
LRN Stride, Inc.	Consumer Defensive	4%
COKE Coca-Cola Consolidated, Inc.	Consumer Defensive	3.50%
IESC IES Holdings, Inc.	Industrials	3.50%
KD Kyndryl Holdings, Inc.	Technology	3.25%
CLMB Climb Global Solutions	Technology	3%
MSFT Microsoft Corporation	Technology	3%
ACHR Archer Aviation Inc.	Industrials	2.40%
CRS Carpenter Technology Corporation	Industrials	2.25%
HIMS Hims & Hers Health, Inc.	Healthcare	2%
QBTS D-Wave Quantum Inc	Technology	2%
GENI Genius Sports Limited	Communication Services	1.60%
APH Amphenol Corporation	Technology	1.50%
APP AppLovin Corporation	Communication Services	1.50%
MSTR Strategy Inc	Technology	1.50%
VST Vistra Corp.	Utilities	1.25%
REVG		1.25%
IONQ IonQ, Inc.	Technology	1.15%
FLEX Flex Ltd.	Technology	1%
PRIM Primoris Services Corporation	Industrials	1%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	1%
URI United Rentals, Inc.	Industrials	1%
FIX Comfort Systems USA, Inc.	Industrials	1%
AGX Argan, Inc.	Industrials	0.85%
ARQQ Arqit Quantum Inc.	Technology	0.75%
DGII Digi International Inc.	Technology	0.75%
GFF Griffon Corporation	Industrials	0.75%
ACM AECOM	Industrials	0.50%
ANET Arista Networks, Inc.	Technology	0.50%
FARO		0.50%
FUBO fuboTV Inc.	Communication Services	0.50%
INOD Innodata Inc.	Technology	0.50%
SOUN SoundHound AI, Inc.	Technology	0.50%
COR Cencora Inc.	Healthcare	0.50%
CRCL Circle Internet Group, Inc.	Financial Services	0.50%
RMBS Rambus Inc.	Technology	0.25%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

portfolio-optimization-cta-heading

portfolio-optimization-cta-description

Open Portfolio Optimizer

Этот портфель не может быть рассчитан, так как он содержит неизвестные символы. Вероятно, они были исключены из торгов или их нет в нашей базе данных: FARO, REVG.