EFIV Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$1.00B
Expense ratio0.10%
Dividend yield1.00%
InceptionJul 27, 2020

Top holdings (288 total)

#NameWeight
1
NVDA
Nvidia Corp
13.86%
2
MSFT
Microsoft Corp
9.40%
3
GOOGL
Alphabet inc Class a
4.93%
4
GOOG
Alphabet inc Class c
3.96%
5
MU
Micron Technology inc
2.97%
6
LLY
Eli Lilly and co
2.24%
7
V
Visa inc Class a
1.50%
8
INTC
Intel Corp
1.45%
9
WMT
Walmart inc
1.14%
10
ABBV
Abbvie inc
1.14%
Page 1 of 29 · 288 total

Sector breakdown

#NameWeight
1
Information Technology
39.40%
2
Financials
11.90%
3
Healthcare
11.40%
4
Communication Services
10.80%
5
Industrials
8.50%
6
Consumer Staples
4.70%
7
Consumer Discretionary
4.40%
8
Energy
2.90%
9
Materials
1.90%
10
Utilities
1.20%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

10 articles · sorted by date

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

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