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Alpharetta Fund - New Portfolio

Mick Domas

Alpharetta Fund
Individual Investor
Ranked #37,122 out of 733,455 TipRanks' Investors
Success Rate
74%
256 out of 346
profitable transactions
Average Return
7.20%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.44% AMT
11.82% TGT
10.44% EL
7.68% UNH
6.25% CCI
51.37% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
27.44% Consumer Cyclical
22.51% Healthcare
20.07% Real Estate
13.86% Consumer Defensive
6.09% Industrials
10.02% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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kwqyj6o47i
kwqyj6o47i
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premium
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t8k5nel
t8k5nel
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premium
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HEI
HEICO
$215.44
$2.6
(1.22%)
premium
8 Buy
1 Hold
1 Sell
Moderate Buy
premium
$25.87B
24.84%
MCD
McDonald's
$275.00
$7.05
(2.63%)
premium
19 Buy
9 Hold
0 Sell
Moderate Buy
premium
$193.11B
-7.61%
TSLA
Tesla
$168.47
$3.5
(2.04%)
premium
8 Buy
15 Hold
9 Sell
Hold
premium
$548.45B
2.04%
TGT
Target
$163.13
$1.19
(0.72%)
premium
19 Buy
9 Hold
0 Sell
Moderate Buy
premium
$76.02B
7.67%
UNH
UnitedHealth
$512.81
$5.78
(1.14%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$466.51B
5.06%
WHR
Whirlpool
$95.04
$0.11
(0.12%)
premium
2 Buy
0 Hold
3 Sell
Hold
premium
$5.20B
-24.47%
TMUS
T Mobile US
$164.20
$0.48
(0.29%)
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$192.98B
16.92%
DE
Deere
$407.89
$1.11
(0.27%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$113.85B
9.03%
HSY
The Hershey Company
$204.78
$4.69
(2.34%)
premium
1 Buy
14 Hold
1 Sell
Hold
premium
$40.86B
-25.34%
NEE
NextEra Energy
$73.79
$0.79
(1.06%)
premium
9 Buy
2 Hold
1 Sell
Moderate Buy
premium
$153.23B
0.00%