Index Performance
+8.07%
CALVEN
-4.94%
IWM
-8.13%
RWR
-1.44%
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 October 5, 2026
CSV download
| Advanced Micro Devices, Inc. (AMD) | 10.90% | $1.03T | 50.11% | 51.31% | 20.73 |
| Meta Platforms, Inc. (META) | 10.77% | $1.89T | 27.96% | 81.37% | 6.43 |
| NVIDIA Corp. (NVDA) | 10.39% | $5.76T | 105.85% | 74.98% | 16.38 |
| Palantir Technologies, Inc. (PLTR) | 10.30% | $455.14B | 92.83% | 84.66% | 47.21 |
| Tesla, Inc. (TSLA) | 10.04% | $1.50T | 25.52% | 16.83% | 14.11 |
| Broadcom Inc. (AVGO) | 9.81% | $1.73T | 85.50% | 67.46% | 21.75 |
| Alphabet, Inc. (GOOGL) | 9.57% | $4.22T | 23.98% | 61.62% | 9.62 |
| Amazon.com, Inc. (AMZN) | 9.57% | $2.71T | 19.62% | 52.26% | 3.50 |
| Apple, Inc. (AAPL) | 9.57% | $4.86T | 16.36% | 50.06% | 8.99 |
| Morgan Stanley (MS) | 9.07% | $298.71B | 17.47% | N/A | 6.81 |
Market data by FactSet