Index Performance
+26.62%
CALVEN
+20.79%
IWM
+11.42%
RWR
+9.77%
RSP
Overview
Description
The CALVEN10 Index is a diversified, equal-weighted portfolio focused on large-cap technology and finance leaders, allocating assets across five sectors: Electronic Technology (40%), Technology Services (30%), Finance (10%), Retail Trade (10%), and Consumer Durables (10%). It includes top companies like NVIDIA, Apple, Meta Platforms, and Tesla, each representing 10% of the index. With high market caps and strong revenue growth, these companies drive tech innovation and commercial growth. Key metrics include robust gross margins and varied EV/Revenue ratios, offering exposure to high-growth sectors with a balanced tech-heavy approach.
- TickerCALVEN
- Inception Date08/25/2025
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of July 6, 2026
CSV download
| Palantir Technologies, Inc. (PLTR) | 10.84% | $317.74B | 84.71% | 86.78% | 70.51 |
| Meta Platforms, Inc. (META) | 10.41% | $1.52T | 33.08% | 81.85% | 6.85 |
| Apple, Inc. (AAPL) | 10.29% | $4.59T | 16.60% | 49.27% | 8.15 |
| Amazon.com, Inc. (AMZN) | 10.25% | $2.63T | 16.61% | 51.82% | 3.16 |
| Alphabet, Inc. (GOOGL) | 10.24% | $4.44T | 22.34% | 62.51% | 8.24 |
| Tesla, Inc. (TSLA) | 10.13% | $1.58T | 15.78% | 21.08% | 13.15 |
| Advanced Micro Devices, Inc. (AMD) | 9.78% | $900.17B | 37.85% | 50.00% | 8.67 |
| Morgan Stanley (MS) | 9.56% | $350.31B | 13.71% | N/A | 6.45 |
| Broadcom Inc. (AVGO) | 9.33% | $1.78T | 47.87% | 67.24% | 27.82 |
| NVIDIA Corp. (NVDA) | 9.17% | $4.73T | 85.23% | 74.93% | 19.77 |
Market data by FactSet