Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of March 31, 2021

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 5.76% 130.21 0.36%
MSFT Microsoft Corp 5.25% 252.46 1.09%
AMZN Amazon.com Inc 3.91% 3291.61 -0.45%
GOOG Alphabet Inc 2.28% 2398.69 0.73%
FB Facebook Inc 2.10% 319.08 -0.29%
TSLA Tesla Inc 1.52% 672.37 1.33%
JPM JPMorgan Chase & Co 1.37% 161.24 0.34%
GOOGL Alphabet Inc 1.35% 2351.93 0.62%
V Visa Inc 1.06% 232.12 0.35%
UNH UnitedHealth Group Inc 1.04% 417.65 0.65%
DIS The Walt Disney Co 0.99% 184.84 1.68%
PG Procter & Gamble Co 0.98% 135.15 0.01%
HD The Home Depot Inc 0.98% 339.25 0.49%
NVDA NVIDIA Corp 0.94% 592.49 1.99%
MA Mastercard Inc 0.93% 375.40 -0.02%
BAC Bank of America Corp 0.89% 42.18 0.40%
PYPL PayPal Holdings Inc 0.85% 253.36 0.53%
INTC Intel Corp 0.78% 57.67 0.84%
CMCSA Comcast Corp 0.73% 58.11 1.98%
VZ Verizon Communications Inc 0.72% 58.72 -0.96%
ADBE Adobe Inc 0.68% 488.73 1.06%
NFLX Netflix Inc 0.66% 503.84 0.86%
CSCO Cisco Systems Inc 0.65% 53.43 1.89%
T AT&T Inc 0.64% 32.16 -0.77%
ABT Abbott Laboratories 0.62% 118.95 0.13%
As of March 31, 2021