Top holdings | Sector allocation | (%) |
---|---|---|
NVIDIA Corp | Computer Electronics | 7.26% |
Amazon.com Inc | Retail | 5.42% |
Microsoft Corp | Information Technology | 5.05% |
Alphabet Inc Cl A | Information Technology | 4.67% |
Taiwan Semiconductor Manufactrg Co Ltd - ADR | Computer Electronics | 4.61% |
KLA Corp | Computer Electronics | 4.03% |
Constellation Software Inc | Information Technology | 3.92% |
Salesforce Inc | Information Technology | 3.85% |
iShares 20 Plus Year Treasury Bond ETF (TLT) | Fixed Income | 3.71% |
Eli Lilly and Co | Drugs | 3.50% |
Humana Inc | Healthcare Services | 3.19% |
Shopify Inc Cl A | Information Technology | 3.17% |
S&P Global Inc | Professional Services | 3.17% |
Adobe Inc | Information Technology | 2.99% |
Apple Inc | Computer Electronics | 2.64% |