current performance
Overview of the stock's performance across different time periods, using our HigherHighs formula and price changes.
Performance
# of Higher Highs
% Price Change
1 Year
52
7.17
6 Months
29
-0.47
3 Months
3
-11.68
1 Month
2
-2.96
1 Week
4
3.46
AI Opinion
Meet our AI Analysts. We will be building out this team over the coming weeks and months to provide near real-time stock reviews using multiple AI models, including OpenAI (ChatGPT), DeepSeek, Elon's Grok, and Google's Gemini. Each AI will analyze key factors such as stock price movements, financials, RSI (to identify potential value or reversal zones), and recent news headlines to gauge market sentiment. We ask the models to process this data and provide a stock review, including their estimate of a fair market price. This fair value is then compared to the current price to assess whether the stock is fairly valued, overvalued, or has potential for further growth or a pullback. Additionally, we ask the AIs to assign a confidence score (out of 100) on the stock’s likelihood of increasing in price over the next three months. This is a highly experimental project, and it will be fascinating to see how different AI models interpret the same data. As always, this is NOT trading advice.
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Etf Data
This provides key insights into an ETF’s structure and performance, including financial costs, dividend details, and portfolio composition. Investors can assess metrics like turnover, asset size, holdings count, and charges to make informed decisions. Additional information includes the ETF’s inception date, domicile, and official links for further details.
Name
Value
Average Market Cap (Million)
946819.60232
Company Name
Leverage
Date of Ongoing Charge
2024-11-01
Domicile
Ireland
Holdings Count
21
ISIN
XS2788042245
Inception Date
2024-03-25
Index_Name
Morningstar US Large-Mid NR USD
Ongoing Charge
1.3000
Total Assets
8700000.00
Market Capitalisation
Big
Medium
Mega
Micro
Small
16.12084
0
16.12084
0
Morning Star
Ratio
Category Benchmark
Sustainability Ratio
Morningstar US Large-Mid NR...
Fixed Income
Name
Fund
Relative to category
effective_duration
0
0.23635
modified_duration
0
0
effective_maturity
0
2.69
credit_quality
0
0
coupon
0
4.53558
price
0
0
yield_to_maturity
0
5.38378
Asset Allocation
Name
Long_%
Short_%
Net_Assets_%
cash
0
0.257
-0.257
not_classified
0
0
0
stock_non_us
0
0
0
other
0
0
0
stock_us
100.25693
0
100.25693
bond
0
0
0
Sector Weights
Name
Equity_%
Relative to Category
Consumer Defensive
15.77663
5.34155
Financial Services
24.01073
13.23264
Healthcare
0
12.81196
Real Estate
0
2.4532
Industrials
0
7.89829
Basic Materials
0
2.34783
Energy
0
2.85425
Utilities
0
2.16965
Communication Services
19.59528
8.44426
Technology
26.82444
32.30952
Consumer Cyclicals
13.79292
10.13684
Top 10 Holdings
Company
Code
Exchange
Name
Sector
Industry
Country
Region
Assets
WMT.US
WMT
US
Walmart Inc
Consumer Defensive
Discount Stores
United States
North America
5.930
AAPL.US
AAPL
US
Apple Inc
Technology
Consumer Electronics
United States
North America
5.747
AVGO.US
AVGO
US
Broadcom Inc
Technology
Semiconductors
United States
North America
6.168
META.US
META
US
Meta Platforms Inc.
Communication Services
Internet Content & Information
United States
North America
6.166
GOOG.US
GOOG
US
Alphabet Inc Class C
Communication Services
Internet Content & Information
United States
North America
6.450
BRK-B.US
BRK-B
US
Berkshire Hathaway Inc
Financial Services
Insurance - Diversified
United States
North America
24.072
MSFT.US
MSFT
US
Microsoft Corporation
Technology
Software - Infrastructure
United States
North America
5.555
NVDA.US
NVDA
US
NVIDIA Corporation
Technology
Semiconductors
United States
North America
7.398
AMZN.US
AMZN
US
Amazon.com Inc
Consumer Cyclical
Internet Retail
United States
North America
6.344
COST.US
COST
US
Costco Wholesale Corp
Consumer Defensive
Discount Stores
United States
North America
3.613
Holdings
Company
Code
Exchange
Name
Sector
Industry
Country
Region
Assets
LOW.US
LOW
US
Lowe's Companies Inc
Consumer Cyclical
Home Improvement Retail
United States
North America
1.297
AMD.US
AMD
US
Advanced Micro Devices Inc
Technology
Semiconductors
United States
North America
2.026
NKE.US
NKE
US
Nike Inc
Consumer Cyclical
Footwear & Accessories
United States
North America
0.955
COST.US
COST
US
Costco Wholesale Corp
Consumer Defensive
Discount Stores
United States
North America
3.613
AVGO.US
AVGO
US
Broadcom Inc
Technology
Semiconductors
United States
North America
6.168
AAPL.US
AAPL
US
Apple Inc
Technology
Consumer Electronics
United States
North America
5.747
META.US
META
US
Meta Platforms Inc.
Communication Services
Internet Content & Information
United States
North America
6.166
WMT.US
WMT
US
Walmart Inc
Consumer Defensive
Discount Stores
United States
North America
5.930
GOOG.US
GOOG
US
Alphabet Inc Class C
Communication Services
Internet Content & Information
United States
North America
6.450
TMUS.US
TMUS
US
T-Mobile US Inc
Communication Services
Telecom Services
United States
North America
2.448
AMZN.US
AMZN
US
Amazon.com Inc
Consumer Cyclical
Internet Retail
United States
North America
6.344
NVDA.US
NVDA
US
NVIDIA Corporation
Technology
Semiconductors
United States
North America
7.398
HD.US
HD
US
Home Depot Inc
Consumer Cyclical
Home Improvement Retail
United States
North America
3.379
CL.US
CL
US
Colgate-Palmolive Company
Consumer Defensive
Household & Personal Products
United States
North America
0.650
DIS.US
DIS
US
Walt Disney Company
Communication Services
Entertainment
United States
North America
1.510
PG.US
PG
US
Procter & Gamble Company
Consumer Defensive
Household & Personal Products
United States
North America
3.316
KO.US
KO
US
The Coca-Cola Company
Consumer Defensive
Beverages - Non-Alcoholic
United States
North America
2.309
MSFT.US
MSFT
US
Microsoft Corporation
Technology
Software - Infrastructure
United States
North America
5.555
BRK-B.US
BRK-B
US
Berkshire Hathaway Inc
Financial Services
Insurance - Diversified
United States
North America
24.072
NFLX.US
NFLX
US
Netflix Inc
Communication Services
Entertainment
United States
North America
3.072
MCD.US
MCD
US
McDonald’s Corporation
Consumer Cyclical
Restaurants
United States
North America
1.854
World Regions
Region
Equity %
Relative to Category
North America
100
98.296
Europe Emerging
0
0
Asia Developed
0
0.147
Japan
0
0.015
Africa/Middle East
0
0
United Kingdom
0
0.25086
Australasia
0
0
Latin America
0
0.115
Europe Developed
0
1.178
Asia Emerging
0
0
Performance
1Y Volatility
3Y Volatility
3Y ExpReturn
3Y SharpRatio
Returns YTD
Returns 1Y
Returns 3Y
Returns 5Y
Returns 10Y
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Technicals
Technical indicators help investors analyze stock price trends and volatility. The 200 and 50-day moving averages show the average stock price over longer and shorter periods, highlighting potential support and resistance levels. The 52-week high and low indicate the stock's price range over the past year, providing a sense of its volatility. Beta measures the stock's sensitivity to market movements, with values below 1 indicating less volatility than the market.
Name
Value
52-week high
952.62
52-week low
8.18