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Historical Return

Cumulative Return+210.87%
Annualized Return+28.01%
Maximum Drawdown-36.10%
5Y
1M
3M
1Y
3Y
5Y
5-Year Performance+194.39%

Current Holdings

No.
Name
Price
Chg %
Industry
Score
Autodesk Inc
ADSK
323.430
+1.42%
Software & IT Services
7.59
Alamos Gold Inc
AGI
34.735
+2.13%
Metals & Mining
7.82
AGNC Investment Corp
AGNC
9.880
-1.79%
Residential & Commercial REITs
6.43
4
Assurant Inc
AIZ
221.770
+0.80%
Insurance
7.81
5
Air Lease Corp
AL
63.730
0.00%
Banking Services
7.43
6
Allegion PLC
ALLE
177.430
+0.08%
Communications & Networking
7.95
7
Alnylam Pharmaceuticals Inc
ALNY
452.000
-0.95%
Pharmaceuticals
7.88
8
Incyte Corp
INCY
87.230
+0.44%
Pharmaceuticals
8.39
9
Oklo Inc
OKLO
138.550
+8.79%
--
--
10
Skyworks Solutions Inc
SWKS
76.910
-0.25%
Semiconductors & Semiconductor Equipment
7.72

Holding Changes

2025-10-01History
No.
Name
Price
Industry
Score
63.6
Banking Services
7.43

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