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| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | 0.0% | +3.5% | −1.2% | −0.3% | +13.5% | +13.9% | — | — | +27.1% |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$94 of every $1,000 in ALRG is Apple
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | AAPLApple | Technology | 9.39% | $939.29 | 2,091 | $743K |
| 2 | MSFTMicrosoft | Technology | 7.85% | $785.23 | 1,192 | $621K |
| 3 | AMZNAmazon | Consumer Cyclical | 5.07% | $507.05 | 1,507 | $401K |
| 4 | GOOGAlphabet | Communication Services | 4.73% | $472.82 | 1,287 | $374K |
| 5 | NVDANvidia | Technology | 4.04% | $403.86 | 1,839 | $319K |
| 6 | AVGO-USBroadcom | — | 3.73% | $372.68 | 854 | $295K |
| 7 | LLYEli Lilly and Company | Healthcare | 3.05% | $305.23 | 168 | $241K |
| 8 | VVisa | Financial Services | 2.54% | $253.90 | 472 | $201K |
| 9 | SUSuncor Energy | Energy | 2.51% | $251.44 | 2,884 | $199K |
| 10 | METAMETA Platforms | Communication Services | 2.47% | $247.19 | 311 | $196K |
| 11 | JPMJPMorgan Chase | Financial Services | 2.42% | $241.78 | 557 | $191K |
| 12 | AMDAdvanced Micro Devices | Technology | 2.40% | $239.73 | 343 | $190K |
| 13 | ABBVAbbVie | Healthcare | 1.98% | $198.37 | 532 | $157K |
| 14 | TTE-USTotalEnergies SE | — | 1.78% | $178.35 | 1,604 | $141K |
| 15 | TMOThermo Fisher Scientific | Healthcare | 1.70% | $169.66 | 187 | $134K |
ALRG has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | AAPL | Apple | 9.39% |
| 2 | MSFT | Microsoft | 7.85% |
| 3 | AMZN | Amazon | 5.07% |
| 4 | GOOG | Alphabet | 4.73% |
| 5 | NVDA | Nvidia | 4.04% |
| 6 | AVGO-US | Broadcom | 3.73% |
| 7 | LLY | Eli Lilly and Company | 3.05% |
| 8 | V | Visa | 2.54% |
| 9 | SU | Suncor Energy | 2.51% |
| 10 | META | META Platforms | 2.47% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| ALRG | 0.78 | 1.14 | 13.7% | −9.3% | 0.97 | $28 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Dec 22, 2025 | Dec 24, 2025 | $0.13 |