Index Performance
-8.85%
CALVEN
-1.28%
IWM
+3.90%
RWR
-1.14%
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 April 7, 2026
CSV download
| Advanced Micro Devices, Inc. (AMD) | 10.75% | $361.18B | 34.34% | 45.99% | 9.96 |
| Broadcom Inc. (AVGO) | 10.53% | $1.58T | 29.47% | 65.57% | 24.48 |
| Morgan Stanley (MS) | 10.19% | $267.44B | 11.47% | N/A | 6.35 |
| Amazon.com, Inc. (AMZN) | 10.17% | $2.29T | 12.38% | 50.29% | 3.55 |
| NVIDIA Corp. (NVDA) | 10.07% | $4.33T | 65.47% | 71.07% | 21.07 |
| Apple, Inc. (AAPL) | 9.98% | $3.72T | 15.65% | 48.16% | 9.35 |
| Alphabet, Inc. (GOOGL) | 9.91% | $3.69T | 15.20% | 59.66% | 9.35 |
| Palantir Technologies, Inc. (PLTR) | 9.73% | $358.92B | 56.18% | 82.37% | 100.35 |
| Meta Platforms, Inc. (META) | 9.47% | $1.45T | 22.17% | 82.00% | 8.47 |
| Tesla, Inc. (TSLA) | 9.20% | $1.30T | -2.93% | 18.03% | 16.43 |
Market data by FactSet