YTD Return

I hope everyone is getting a piece of this Nasdaq and S&P action, as they both have touched, new all time highs, again. Below I have provided an update on our performance YTD.

 

ACC
Ticker % Return Weight
VnEck Vctrs:Semicnd ETF (XNAS:SMH) 16.46% 13.40%
APPLIED MATERIALS, INC. (XNAS:AMAT) 60.04% 8.30%
LAM RESEARCH CORPORATION (XNAS:LRCX) 36.03% 7.70%
NVIDIA CORPORATION (XNAS:NVDA) 37.41% 7.30%
ASML Holding NV (XNAS:ASML) 41.87% 6.80%
MICROSOFT CORPORATION (XNAS:MSFT) 19.39% 6.10%
ALPHABET INC. (XNAS:GOOGL) 41.87% 5%
APPLE INC. (XNAS:AAPL) 0.83% 4.80%
MICRON TECHNOLOGY, INC. (XNAS:MU) 8.70% 4.70%
TERADYNE, INC. (XNAS:TER) 10.31% 4%
ADVANCED MICRO DEVICES, INC. (XNAS:AMD) -11.65% 3.90%
TE Connectivity SA (XNYS:TEL) 13.97% 3.10%
ANALOG DEVICES, INC. (XNAS:ADI) 15.35% 3%
ALIGN TECHNOLOGY, INC. (XNAS:ALGN) 15.06% 2.90%
ON SEMICONDUCTOR CORPORATION (XNAS:ON) 17.29% 2.20%
STMicroelectronics NV (XNYS:STM) 0.55% 2.10%
Infineon Technologies AG (OTCM:IFNNY) 7.01% 1.80%
COINBASE GLOBAL, INC. (XNAS:COIN) -27.17% 1.40%
MICROCHIP TECHNOLOGY INCORPORATED (XNAS:MCHP) 13.54% 1.20%
EQUINIX, INC. (XNAS:EQIX) 18.98% 1.20%
SNOWFLAKE INC. (XNYS:SNOW) -12.23% 1%
YTD Weighted Return 20.96%

 

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