AAPL
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Apple Inc.
252.29
+1.96%
8.0
7.6
4.5
Sell
Buy
Apple Inc.
AMZN
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Amazon.com, Inc.
213.04
-0.67%
7.5
4.8
3.8
Sell
Buy
Amazon.com, Inc.
NVR
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NVR, Inc.
7,639.06
+0.44%
4.3
Sell
Buy
NVR, Inc.
ULTA
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Ulta Beauty, Inc.
533.51
-0.70%
3.9
Sell
Buy
Ulta Beauty, Inc.
AXP
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American Express Company
346.62
+7.27%
2.8
Sell
Buy
American Express Company
V
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Visa Inc.
341.89
+1.94%
9.3
6.5
2.4
Sell
Buy
Visa Inc.
MCO
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Moody's Corporation
471.04
+0.53%
3.3
Sell
Buy
Moody's Corporation
HEI
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HEICO Corporation
306.99
-0.12%
2.9
Sell
Buy
HEICO Corporation
KR
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The Kroger Co.
68.99
+0.16%
2.4
Sell
Buy
The Kroger Co.
CVX
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Chevron Corporation
153.08
+0.90%
7.2
3.8
2.5
Sell
Buy
Chevron Corporation
BAC
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Bank of America Corporation
51.28
+1.67%
2.9
Sell
Buy
Bank of America Corporation
COF
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Capital One Financial Corporation
211.34
+4.03%
3.2
Sell
Buy
Capital One Financial Corporation
AON
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Aon plc
346.60
+1.01%
2.8
Sell
Buy
Aon plc
KO
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The Coca-Cola Company
68.44
+1.26%
4.7
2.4
1.6
Sell
Buy
The Coca-Cola Company
UNH
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UnitedHealth Group Incorporated
356.60
-0.02%
6.1
Sell
Buy
UnitedHealth Group Incorporated
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Your Portfolio vs. the Market
See how your portfolio performs against the big players
Sectors Breakdown
SECTOR TOTAL
Financial Services
40%
Consumer Cyclical
20%
Consumer Defensive
13.33%
Technology
6.67%
Energy
6.67%
Healthcare
6.67%
Industrials
6.67%
Dividend Yield
1.62%
12 out of 15 stocks pay dividends, adding up to a total yield of 1.62%
Your Portfolio at a Glance
Today’s Gain
1.15%
This Month
-1.19%
This Year
6.94%
5 Years
93.19%
Forecast
Price Target
8.46%
Beta
How volatile is your investment?
0.98
0.98
ESG Score
How sustainable is your investment?
Strong
60.50

60.50%