AAPL
Apple Inc.
278.78
-0.68%
8.0
8.1
4.5
Sell
Buy
Apple Inc.
ULTA
Ulta Beauty, Inc.
601.50
+12.65%
2.9
Sell
Buy
Ulta Beauty, Inc.
GOOG
Alphabet Inc.
322.09
+1.16%
8.9
10.0
5.1
Sell
Buy
Alphabet Inc.
AMZN
Amazon.com, Inc.
229.53
+0.18%
7.4
6.0
4.3
Sell
Buy
Amazon.com, Inc.
NVR
NVR, Inc.
7,538.08
+0.24%
4.4
Sell
Buy
NVR, Inc.
AXP
American Express Company
370.35
-0.22%
3.5
Sell
Buy
American Express Company
V
Visa Inc.
331.24
+1.27%
9.3
5.7
2.7
Sell
Buy
Visa Inc.
MCO
Moody's Corporation
496.50
+1.43%
3.3
Sell
Buy
Moody's Corporation
HEI
HEICO Corporation
312.20
-1.09%
2.8
Sell
Buy
HEICO Corporation
COF
Capital One Financial Corporation
230.68
+0.42%
2.7
Sell
Buy
Capital One Financial Corporation
KR
The Kroger Co.
62.71
-0.68%
3.3
Sell
Buy
The Kroger Co.
KO
The Coca-Cola Company
70.00
-0.64%
4.7
4.1
1.5
Sell
Buy
The Coca-Cola Company
CVX
Chevron Corporation
150.00
-1.48%
7.1
2.6
2.3
Sell
Buy
Chevron Corporation
BAC
Bank of America Corporation
53.95
-0.38%
2.9
Sell
Buy
Bank of America Corporation
AON
Aon plc
345.20
-0.72%
3.2
Sell
Buy
Aon plc
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Your Portfolio vs. the Market
See how your portfolio performs against the big players
Sectors Breakdown
SECTOR TOTAL
Financial Services
37.5%
Consumer Cyclical
18.75%
Technology
12.5%
Consumer Defensive
12.5%
Energy
6.25%
Healthcare
6.25%
Industrials
6.25%
Dividend Yield
1.52%
13 out of 16 stocks pay dividends, adding up to a total yield of 1.52%
Your Portfolio at a Glance
Today’s Gain
0.64%
This Month
2.41%
This Year
8.16%
5 Years
91.14%
Forecast
Price Target
11.61%
Beta
How volatile is your investment?
0.95
0.95
ESG Score
How sustainable is your investment?
Strong
61.14

61.14%