iBillionaire Index

BILLION

SP500

The iBillionaire Index (NYSE:BILLION) is designed to track billionaire investors, such as Warren Buffett, Carl Icahn, Daniel Loeb and David Tepper. It is composed of 30 large-cap equities listed in the S&P 500.

Hypothetical Growth of $10,000

*Performance shown by the index does contemplate all SEC filing time lags, which is approximately 45 days after the end of each calendar quarter.

Top 10 Index Holdings

  COMPANY TICKER INDEX WEIGHT S&P 500 WEIGHT PRICE 1YR / DAILY
1 Apple Inc AAPL 10.83 3.14
2 Wells Fargo WFC 7.27 1.40
3 Micron Technology MU 5.67 0.17
4 Priceline Com Inc PCLN 5.42 0.35
5 Coca Cola Co KO 5.31 0.92
6 American Express AXP 4.69 0.48
7 IBM IBM 4.52 1.10
8 Dollar Gen Corp DG 4.40 0.10
9 21 Century Fox FOXA 4.05 0.39
10 Actavis ACT 3.78 0.21
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Index Information

Index Ticker BILLION
Google Finance BILLION
Yahoo Finance ^BILLION
Inception Date October 25, 2013

Index Data

BILLION S&P 500 DIFFERENCE
PE Ratio 20.40 21.76 -1.36
Price to Book Ratio 4.28 4.38 -0.10
Dividend Yield 1.18% 1.81% -0.63%
Market Cap Avg ($B) 113.43 63.40 50.03
Beta vs S&P 500 1.02 1.00 0.02

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Returns

  1M 3M 6M YTD ALL
BILLION
S&P 500

Sector Diversification

SECTOR % of BILLION % of S&P 500
Technology 31.83% 18.47%
Finance 22.74% 15.89%
Consumer Staples 15.01% 9.12%
Communications 9.47% 2.52%
Health Care 8.82% 12.00%
Energy 5.96% 10.59%
Consumer Discretionary 4.28% 11.93%
Materials 1.87% 3.52%