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TOPS Target Range PortfolioMutual Fund | |
TOPS Target Range Portfolio | |
Last update 1970-01-01 | 0 Stocks (0 new) |
Value $- | Turnover 0 % |
TOPS Target Range Portfolio Top Holdings of 2024-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 0 | 0 | Sold Out | 0.000 | -23.05% | - | +1.05% | +2.34% | 41,778.1 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 0 | 0 | Sold Out | 0.000 | -23.10% | - | +0.87% | +2.75% | 22,508.7 | ||
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 0 | 0 | Sold Out | 0.000 | -23.07% | - | +1.01% | +2.21% | 6,375.2 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 0 | 0 | Sold Out | 0.000 | -30.79% | - | +1.06% | +2.39% | 51,425.9 |
TOPS Target Range Portfolio's Historical Top Holdings Breakdowns
TOPS Target Range Portfolio's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2024-03-31 | Sold Out Sold Out | -30.79% | 100.29 ($100.51) 100.71 | $100.63 | 0.12% | Sold Out | 0 | -33,014 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2024-03-31 | Sold Out Sold Out | -23.10% | 57.88 ($58.15) 58.54 | $58.57 | 0.72% | Sold Out | 0 | -42,573 | |
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 2024-03-31 | Sold Out Sold Out | -23.07% | 99.75 ($99.96) 100.89 | $100.07 | 0.11% | Sold Out | 0 | -24,870 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2024-03-31 | Sold Out Sold Out | -23.05% | 91.4 ($91.6) 91.8 | $91.68 | 0.09% | Sold Out | 0 | -27,118 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2023-12-31 | Add Add | +0.43% | 100.05 ($100.42) 100.73 | $100.63 | 0.21% | Add 1.41% | 33,014 | 460 | |
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 2023-12-31 | Add Add | +0.32% | 99.69 ($99.94) 100.2 | $100.07 | 0.13% | Add 1.41% | 24,870 | 347 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2023-12-31 | Add Add | +0.32% | 57.34 ($57.8) 58.41 | $58.57 | 1.33% | Add 1.41% | 42,573 | 594 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2023-12-31 | Add Add | +0.32% | 91.22 ($91.57) 91.84 | $91.68 | 0.12% | Add 1.41% | 27,118 | 378 |
TOPS Target Range Portfolio Total Holding History ($B)
TOPS Target Range Portfolio's Asset Allocation
TOPS Target Range Portfolio Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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TOPS Target Range Portfolio's Hypothetical Growth since 2024-03-31
TOPS Target Range Portfolio's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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TOPS Target Range Portfolio News
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