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FY 20427 Equities Trust
- New Portfolio
Performance
Portfolio Details
cmartinmb1
FY 20427 Equities Trust
Individual Investor
Ranked #53,132 out of 783,334 TipRanks' Investors
Success Rate
69%
57 out of 83
profitable transactions
Average Return
30.35%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
8.50%
MSFT
8.31%
RTX
6.45%
SHEL
6.29%
IGPT
5.84%
PG
64.61%
Others
By Assets
88.50%
Stocks
11.50%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
19.75%
Technology
16.25%
General
12.93%
Industrials
12.13%
Financial
9.82%
Consumer Cyclical
29.12%
Other
Portfolio Holdings
Select Columns
26
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
38nehu9476l
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premium
38nehu9476l
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38nehu9476l
38nehu9476l
38nehu9476l
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3xhzr2
3xhzr2
premium
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premium
3xhzr2
3xhzr2
3xhzr2
psf3mkqwz3
psf3mkqwz3
psf3mkqwz3
premium
psf3mkqwz3
premium
psf3mkqwz3
psf3mkqwz3
psf3mkqwz3
bres0erhb66
bres0erhb66
bres0erhb66
premium
bres0erhb66
premium
bres0erhb66
bres0erhb66
bres0erhb66
vk9pepfck4
vk9pepfck4
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premium
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premium
vk9pepfck4
vk9pepfck4
vk9pepfck4
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m5g41ow5a
m5g41ow5a
premium
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premium
m5g41ow5a
m5g41ow5a
m5g41ow5a
ll9hsen07x
ll9hsen07x
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premium
ll9hsen07x
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ll9hsen07x
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j6pfszav1lg
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j6pfszav1lg
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tbqcpccwf5k
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premium
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x2dxs0
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KVUE
Kenvue, Inc.
$21.72
$0.41
(
1.92%
)
After
0.32%
premium
4
Buy
5
Hold
0
Sell
Moderate Buy
premium
$40.95B
2.11%
HLN
Haleon PLC Sponsored ADR
$9.57
$0.04
(
0.42%
)
After
1.57%
premium
4
Buy
1
Hold
0
Sell
Strong Buy
premium
$42.57B
15.79%
GOOGL
Alphabet Class A
$200.87
$5.46
(
2.79%
)
After
0.31%
premium
22
Buy
7
Hold
0
Sell
Strong Buy
premium
$2.40T
29.02%
SHEL
Shell
$66.65
$1.87
(
2.89%
)
After
0.23%
premium
6
Buy
1
Hold
0
Sell
Strong Buy
premium
$194.78B
1.39%
PG
Procter & Gamble
$167.41
$1.18
(
0.71%
)
After
0.05%
premium
12
Buy
8
Hold
0
Sell
Moderate Buy
premium
$389.69B
5.55%
NEE
NextEra Energy
$71.30
$0.41
(
0.58%
)
After
0.28%
premium
10
Buy
5
Hold
0
Sell
Moderate Buy
premium
$145.06B
19.59%
MSFT
Microsoft
$414.99
$27.34
(
6.18%
)
After
0.82%
premium
28
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.32T
8.26%
RTX
RTX
$128.98
$3.85
(
3.08%
)
After
0.14%
premium
9
Buy
4
Hold
0
Sell
Moderate Buy
premium
$170.84B
38.11%
INCO
< ETF >
Columbia India Consumer ETF
$61.41
$0.23
(
0.38%
)
After
4.54%
premium
―
premium
$334.01M
3.08%
SMIN
< ETF >
iShares MSCI India Small Cap ETF
$69.65
$0.25
(
0.36%
)
After
0.22%
premium
―
premium
$747.39M
-3.72%
ONON
On Holding AG
$63.62
$0.58
(
0.92%
)
After
3.4%
premium
19
Buy
1
Hold
0
Sell
Strong Buy
premium
$19.90B
129.24%
HSBC
HSBC Holdings
$52.67
$0.51
(
0.98%
)
After
0.28%
premium
―
premium
$183.22B
30.86%
GE
GE Aerospace
$205.57
$6.47
(
3.25%
)
After
0.11%
premium
12
Buy
1
Hold
0
Sell
Strong Buy
premium
$210.43B
48.66%
TBBB
BBB Foods, Inc. Class A
$30.33
$0.97
(
3.1%
)
After
0%
premium
2
Buy
1
Hold
0
Sell
Moderate Buy
premium
$3.39B
―
GEV
GE Vernova Inc.
$382.94
$29.69
(
8.4%
)
After
1.3%
premium
17
Buy
3
Hold
0
Sell
Strong Buy
premium
$97.89B
―
BLK
BlackRock
$1071.52
$18.91
(
1.8%
)
After
0%
premium
13
Buy
2
Hold
0
Sell
Strong Buy
premium
$162.81B
34.65%
KMPR
Kemper
$68.09
$1.19
(
1.78%
)
After
1.41%
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$4.27B
9.58%
CRWD
CrowdStrike Holdings
$396.87
$0.2
(
0.05%
)
After
0.09%
premium
29
Buy
4
Hold
0
Sell
Strong Buy
premium
$100.66B
31.76%
AMZN
Amazon
$234.64
$2.43
(
1.03%
)
After
0.3%
premium
49
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.50T
49.10%
IGPT
< ETF >
Invesco AI and Next Gen Software ETF
$47.67
$0.63
(
1.34%
)
After
3.67%
premium
707
Buy
297
Hold
45
Sell
Moderate Buy
premium
$425.06M
14.01%
CVNA
Carvana Co
$243.94
$1.52
(
0.62%
)
After
0.6%
premium
8
Buy
7
Hold
0
Sell
Moderate Buy
premium
$50.84B
456.09%
ET
Energy Transfer
$21.08
$0.55
(
2.68%
)
After
0.24%
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$69.68B
41.00%
OPRA
Opera
$18.81
$0.32
(
1.73%
)
After
0.64%
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$3.22B
64.94%
MRVL
Marvell
$110.33
$3.54
(
3.31%
)
After
0.06%
premium
27
Buy
2
Hold
0
Sell
Strong Buy
premium
$89.89B
55.15%
EOSE
Eos Energy Enterprises
$5.81
$0.37
(
6.8%
)
After
1.38%
premium
3
Buy
3
Hold
0
Sell
Moderate Buy
premium
$1.24B
398.25%
ARCC
Ares Capital
$23.42
$0.24
(
1.04%
)
After
0.11%
premium
7
Buy
2
Hold
0
Sell
Strong Buy
premium
$15.21B
12.47%
26
Results | Showing
1
out of
1
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