Select US Financial Sector

High risk

XLF

speculation
maximum growth

Top Holdings

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72 Securities

Top Sector

Financials

Min. Investment

$1,600

Expense Ratio

0.00%

Dividend Yield

1.37%

Description

Tracking select top holdings in US financial sector focusing on the top performers.

Period From - To

Simulated Investment

Slippage (bps)

Rebalance Frequency

Generated using historical backtest simulation

Our interactive backtest tools is not reflective of actual live performance and these returns are hypothetical. Actual costs resulting from live trading may differ significantly, and backtest pricing data is not indicative realtime pricing data. Past performance is not an indicator of future performance. Learn more about how backtests work on Double here

Starting Point Holdings

NameSymbolAllocation
Berkshire Hathaway, Inc.BRK.B

12.28%

JPMorgan Chase & Co.JPM

10.01%

Visa, Inc.V

7.64%

Mastercard, Inc.MA

6.39%

Bank of America Corp.BAC

4.48%

Wells Fargo & Co.WFC

3.54%

The Goldman Sachs Group, Inc.GS

2.7%

American Express Co.AXP

2.47%

S&P Global, Inc.SPGI

2.41%

Morgan StanleyMS

2.29%

Blackrock, Inc.BLK

2.17%

Progressive Corp.PGR

2.1%

Blackstone, Inc.BX

2.01%

Citigroup, Inc.C

2%

The Charles Schwab Corp.SCHW

1.79%

Fiserv, Inc.FI

1.7%

Marsh & McLennan Cos., Inc.MMC

1.54%

KKR & Co., Inc.KKR

1.51%

Chubb Ltd.CB

1.5%

Intercontinental Exchange, Inc.ICE

1.33%

PayPal Holdings, Inc.PYPL

1.32%

CME Group, Inc.CME

1.25%

The PNC Financial Services Group, Inc.PNC

1.19%

U.S. BancorpUSB

1.18%

Aon PlcAON

1.14%

Moody's Corp.MCO

1.13%

Capital One Financial Corp.COF

1.02%

Arthur J. Gallagher & Co.AJG

0.91%

Truist Financial Corp.TFC

0.9%

The Bank of New York Mellon Corp.BK

0.87%

The Travelers Cos., Inc.TRV

0.81%

Ameriprise Financial, Inc.AMP

0.78%

Aflac, Inc.AFL

0.77%

The Allstate Corp.ALL

0.75%

MSCI, Inc.MSCI

0.73%

MetLife, Inc.MET

0.7%

American International Group, Inc.AIG

0.68%

Fidelity National Information Services, Inc.FIS

0.67%

Discover Financial ServicesDFS

0.64%

Prudential Financial, Inc.PRU

0.63%

Arch Capital Group Ltd.ACGL

0.51%

M&T Bank Corp.MTB

0.5%

Nasdaq, Inc.NDAQ

0.49%

The Hartford Financial Services Group, Inc.HIG

0.48%

Willis Towers Watson PlcWTW

0.46%

Fifth Third BancorpFITB

0.45%

State Street Corp.STT

0.44%

Raymond James Financial, Inc.RJF

0.44%

Global Payments, Inc.GPN

0.43%

T. Rowe Price Group, Inc.TROW

0.39%

Synchrony FinancialSYF

0.38%

Corpay, Inc.CPAY

0.37%

Huntington Bancshares, Inc.HBAN

0.37%

Brown & Brown, Inc.BRO

0.36%

Cincinnati Financial Corp.CINF

0.34%

Regions Financial Corp.RF

0.34%

Northern Trust Corp.NTRS

0.32%

Cboe Global Markets, Inc.CBOE

0.31%

Citizens Financial Group, Inc. (Rhode Island)CFG

0.3%

FactSet Research Systems, Inc.FDS

0.27%

W.R. Berkley Corp.WRB

0.27%

KeyCorpKEY

0.25%

Principal Financial Group, Inc.PFG

0.25%

Everest Group Ltd.EG

0.23%

Loews Corp.L

0.22%

Jack Henry & Associates, Inc.JKHY

0.19%

Assurant, Inc.AIZ

0.16%

Erie Indemnity Co.ERIE

0.15%

Globe Life, Inc.GL

0.13%

MarketAxess Holdings, Inc.MKTX

0.13%

Invesco Ltd.IVZ

0.12%

Franklin Resources, Inc.BEN

0.1%

Zero Expense Ratio Index Investing

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