ALPS Balanced Opportunity Fund I (ALPBX)
11.91
+0.08
(+0.68%)
USD |
May 02 2025
Absolute Attribution
Attribution Table (?)
| Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
|---|---|---|---|---|---|---|---|---|
| SMTH | ALPS Smith Core Plus Bond ETF | 30.91% | -- | -- | -- | -- | 0.22 | |
| AAPL | Apple Inc | 4.51% | -- | -- | -- | -- | 0.09 | |
| AMZN | Amazon.com Inc | 3.16% | -- | -- | -- | -- | 0.01 | |
| NVDA | NVIDIA Corp | 2.60% | -- | -- | -- | -- | 0.08 | |
| MSFT | Microsoft Corp | 2.35% | -- | -- | -- | -- | 0.03 | |
| GOOGL | Alphabet Inc | 2.26% | -- | -- | -- | -- | -0.00 | |
| META | Meta Platforms Inc | 2.07% | -- | -- | -- | -- | 0.06 | |
| JPM | JPMorgan Chase & Co | 2.06% | -- | -- | -- | -- | 0.06 | |
| TPIXX | State Street Institutional Treas Plus MM Fd Prem | 1.92% | -- | -- | -- | -- | 0.01 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 1.86% | -- | -- | -- | -- | 0.06 | |
| WMT | Walmart Inc | 1.73% | -- | -- | -- | -- | 0.08 | |
| AXP | American Express Co | 1.50% | -- | -- | -- | -- | 0.03 | |
| UNH | UnitedHealth Group Inc | 1.47% | -- | -- | -- | -- | -0.04 | |
| COP | ConocoPhillips | 1.40% | -- | -- | -- | -- | -0.05 | |
| MA | Mastercard Inc | 1.38% | -- | -- | -- | -- | 0.04 | |
| CAT | Caterpillar Inc | 1.34% | -- | -- | -- | -- | -0.00 | |
| COST | Costco Wholesale Corp | 1.33% | -- | -- | -- | -- | 0.04 | |
| ICE | Intercontinental Exchange Inc | 1.18% | -- | -- | -- | -- | 0.04 | |
| ENB | Enbridge Inc | 1.15% | -- | -- | -- | -- | 0.04 | |
| T | AT&T Inc | 1.12% | -- | -- | -- | -- | 0.06 | |
| BSX | Boston Scientific Corp | 1.08% | -- | -- | -- | -- | 0.04 | |
| TMO | Thermo Fisher Scientific Inc | 1.01% | -- | -- | -- | -- | -0.04 | |
| SBGSY | Schneider Electric SE | 1.00% | -- | -- | -- | -- | 0.01 | |
| BKR | Baker Hughes Co | 1.00% | -- | -- | -- | -- | 0.02 | |
| SNPS | Synopsys Inc | 0.99% | -- | -- | -- | -- | -0.01 |
Showing 1 - 25 of 62 Holdings