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Historical Return

Cumulative Return+188.16%
Annualized Return+25.88%
Maximum Drawdown-36.10%
5Y
1M
3M
1Y
3Y
5Y
5-Year Performance+141.58%

Current Holdings

No.
Name
Price
Chg %
Industry
Score
Agilent Technologies Inc
A
145.490
-1.94%
Healthcare Equipment & Supplies
7.63
Advanced Energy Industries Inc
AEIS
219.380
+2.20%
Machinery, Tools, Heavy Vehicles, Trains & Ships
8.17
Agnico Eagle Mines Ltd
AEM
168.830
-1.52%
Metals & Mining
8.31
4
American Electric Power Company Inc
AEP
117.540
-0.42%
Electric Utilities & IPPs
7.43
5
AES Corp
AES
13.920
-0.04%
Electric Utilities & IPPs
7.31
6
Affirm Holdings Inc
AFRM
67.990
-1.02%
Financial Technology (Fintech) & Infrastructure
7.24
7
Applied Materials Inc
AMAT
268.000
-0.53%
Semiconductors & Semiconductor Equipment
7.88
8
Advanced Micro Devices Inc
AMD
217.970
+0.92%
Semiconductors & Semiconductor Equipment
6.7
9
Chubb Ltd
CB
295.000
+0.09%
Insurance
7.85
10
Incyte Corp
INCY
102.520
+2.05%
Pharmaceuticals
8.05

Holding Changes

2025-12-02History
No.
Name
Price
Industry
Score
215.46
Semiconductors & Semiconductor Equipment
6.7

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