Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Eli Lilly & Co (NYSE:LLY), Advanced Micro Devices (NASDAQ:AMD), VISA (NYSE:V), Costco Wholesale Corp (NASDAQ:COST), Unitedhealth Group (NYSE:UNH), Take-Two Interactive Software (NASDAQ:TTWO).
Industry description
The investment seeks to maximize total return, consisting of capital appreciation and current income.
To achieve its investment objective, the fund invests in, or seeks exposure to, companies that are attractive based on their fundamental valuation profile in addition to evaluating specific sustainability factors. The equity securities in which the fund invests include, but are not limited to, dividend-paying securities, common stock, preferred stock, equity securities of REITS, shares of investment companies, convertible securities, warrants, and rights.
Market Cap
The average market capitalization across the GreenFi Redwood Fund MF is 1.18T. The market cap for tickers in the group ranges from 39.31B to 4.38T. GOOGL holds the highest valuation in this group at 4.38T. The lowest valued company is TTWO at 39.31B.
Volume
The average weekly volume growth across all stocks in the GreenFi Redwood Fund MF was -24%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -5%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 61
P/E Growth Rating: 51
Price Growth Rating: 41
SMR Rating: 41
Profit Risk Rating: 36
Seasonality Score: 23 (-100 ... +100)