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FactorLens Demo Portfolio
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12 holdings
Benchmark: S&P 500
Latest analysis:
Mar 25, 2026
Recent Analyses
FactorLens Demo Portfolio
Open
Benchmark: S&P 500
Mar 25, 2026
Account Summary
| Symbol | Description | % of Account | Day Chng % | Price | Cost Basis / Sh | Mkt Val | Cost Basis | Gain/Loss $ | Gain/Loss % |
|---|---|---|---|---|---|---|---|---|---|
| META | Meta Platforms Inc. | 13.88% | 0.33% | $594.89 | $680.12 | $49,375.87 | $56,449.96 | $-7,074.09 | -12.53% |
| COST | Costco Wholesale Corp. | 13.70% | 0.11% | $974.86 | $969.71 | $48,743.00 | $48,485.67 | $257.33 | 0.53% |
| MSFT | Microsoft Corp. | 11.06% | -0.46% | $371.04 | $414.32 | $39,330.24 | $43,917.80 | $-4,587.56 | -10.45% |
| LLY | Eli Lilly and Co. | 10.82% | 1.47% | $916.31 | $820.32 | $38,485.02 | $34,453.26 | $4,031.76 | 11.70% |
| NVDA | NVIDIA Corp. | 9.29% | 1.99% | $178.68 | $125.69 | $33,055.80 | $23,252.09 | $9,803.71 | 42.16% |
| AAPL | Apple Inc. | 8.17% | 0.39% | $252.62 | $236.41 | $29,051.30 | $27,186.82 | $1,864.48 | 6.86% |
| GOOGL | Alphabet Inc. Class A | 7.77% | 0.17% | $290.93 | $201.86 | $27,638.35 | $19,176.58 | $8,461.77 | 44.13% |
| JPM | JPMorgan Chase & Co. | 7.48% | 1.03% | $295.42 | $261.93 | $26,587.80 | $23,573.63 | $3,014.17 | 12.79% |
| AMZN | Amazon.com Inc. | 6.55% | 2.16% | $211.71 | $233.28 | $23,288.10 | $25,661.28 | $-2,373.18 | -9.25% |
| AVGO | Broadcom Inc. | 4.48% | 0.16% | $318.81 | $230.08 | $15,940.50 | $11,504.11 | $4,436.39 | 38.56% |
| XOM | Exxon Mobil Corp. | 4.36% | -1.28% | $163.26 | $102.37 | $15,509.70 | $9,724.74 | $5,784.96 | 59.49% |
| UNH | UnitedHealth Group Inc. | 2.43% | -0.64% | $270.55 | $525.37 | $8,657.60 | $16,811.74 | $-8,154.14 | -48.50% |
| Total | -- | 100.00% | -- | -- | -- | $355,663.28 | $340,197.69 | $15,465.59 | 4.55% |