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Alpharetta Fund - New Portfolio

Mick Domas

Alpharetta Fund
Individual Investor
Ranked #35,377 out of 737,695 TipRanks' Investors
Success Rate
75%
260 out of 346
profitable transactions
Average Return
7.04%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.28% AMT
11.39% TGT
9.82% EL
7.47% UNH
6.69% CVS
51.35% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.73% Consumer Cyclical
22.67% Healthcare
21.14% Real Estate
13.38% Consumer Defensive
5.81% Industrials
10.26% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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HEI
HEICO
$221.77
$6.66
(3.1%)
premium
8 Buy
1 Hold
1 Sell
Moderate Buy
premium
$26.83B
37.05%
MCD
McDonald's
$258.89
$6.82
(2.71%)
premium
19 Buy
10 Hold
0 Sell
Moderate Buy
premium
$186.66B
-9.17%
TSLA
Tesla
$178.08
$0.71
(0.4%)
premium
9 Buy
14 Hold
9 Sell
Hold
premium
$567.93B
-16.77%
TGT
Target
$156.16
$6.29
(4.2%)
premium
20 Buy
9 Hold
0 Sell
Moderate Buy
premium
$72.25B
21.17%
UNH
UnitedHealth
$495.37
$13.72
(2.85%)
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$455.93B
0.69%
WHR
Whirlpool
$93.03
$2.96
(3.29%)
premium
2 Buy
1 Hold
2 Sell
Hold
premium
$5.08B
-26.96%
TMUS
T Mobile US
$174.96
$4.91
(2.89%)
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$205.03B
34.99%
DE
Deere
$374.76
$6.41
(1.74%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$103.27B
2.42%
HSY
The Hershey Company
$197.83
$4.7
(2.43%)
premium
2 Buy
14 Hold
1 Sell
Hold
premium
$40.01B
-22.23%
NEE
NextEra Energy
$80.02
$1.83
(2.34%)
premium
10 Buy
2 Hold
1 Sell
Moderate Buy
premium
$164.40B
11.00%
ABNB
Airbnb
$144.93
$0.59
(0.41%)
premium
10 Buy
22 Hold
5 Sell
Hold
premium
$93.34B
22.76%
DIS
Walt Disney
$103.91
$2.21
(2.17%)
premium
20 Buy
5 Hold
0 Sell
Strong Buy
premium
$189.43B
14.84%
D
Dominion Energy
$53.92
$1.087
(2.06%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$45.20B
14.19%
CVS
CVS Health
$59.60
$3.56
(6.35%)
premium
11 Buy
10 Hold
0 Sell
Moderate Buy
premium
$74.82B
-11.78%
CCI
Crown Castle
$102.50
$2.87
(2.88%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$44.54B
-4.76%
LVS
Las Vegas Sands
$45.03
$1.03
(2.34%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$33.55B
-22.39%
NEM
Newmont Mining
$41.94
$0.05
(0.12%)
premium
3 Buy
6 Hold
1 Sell
Hold
premium
$48.36B
2.49%
DUOL
Duolingo
$191.40
$2.98
(1.53%)
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$8.26B
22.74%
XOM
Exxon Mobil
$117.26
$3.27
(2.87%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$526.02B
14.78%
PFE
Pfizer
$28.66
$0.46
(1.63%)
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$162.40B
-21.11%
AMT
American Tower
$195.74
$4.96
(2.6%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$91.41B
6.06%
EL
The Estée Lauder Companies
$123.36
$2.63
(2.18%)
premium
8 Buy
14 Hold
0 Sell
Moderate Buy
premium
$44.23B
-33.21%
DOW
Dow Inc
$57.63
$0.94
(1.66%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$40.53B
17.52%
JNJ
Johnson & Johnson
$146.67
$1.39
(0.96%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$352.99B
-3.63%
BMY
Bristol-Myers Squibb
$41.09
$0.84
(2.09%)
premium
5 Buy
13 Hold
1 Sell
Hold
premium
$83.29B
-34.74%
DUK
Duke Energy
$103.57
$2.27
(2.24%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$79.93B
20.68%
PSA
Public Storage
$273.83
$5.59
(2.08%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$48.12B
-0.92%
CVX
Chevron
$162.30
$4.04
(2.55%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$299.11B
8.20%
HCA
HCA Healthcare
$339.75
$4.65
(1.39%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$88.99B
24.97%
TSCO
Tractor Supply
$285.29
$4.49
(1.6%)
premium
13 Buy
7 Hold
2 Sell
Moderate Buy
premium
$30.76B
37.62%
LSCC
Lattice Semiconductor
$74.24
$1.62
(2.14%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$10.21B
-6.68%
RH
RH
$271.93
$8.26
(3.13%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$4.99B
7.82%
FND
Floor & Decor Holdings
$116.86
$2.42
(2.11%)
premium
4 Buy
13 Hold
1 Sell
Hold
premium
$12.51B
24.09%
ON
ON Semiconductor
$73.04
$0.93
(1.29%)
premium
16 Buy
6 Hold
1 Sell
Moderate Buy
premium
$31.42B
-15.88%
HON
Honeywell International
$202.19
$1.28
(0.64%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$131.66B
3.95%
JBHT
JB Hunt
$160.75
$3.8
(2.42%)
premium
11 Buy
6 Hold
1 Sell
Moderate Buy
premium
$16.59B
-6.02%
PLNT
Planet Fitness
$63.64
$2.4
(3.92%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$5.61B
-0.11%
ROKU
Roku
$57.40
$0.08
(0.14%)
premium
8 Buy
7 Hold
3 Sell
Moderate Buy
premium
$8.28B
-4.56%