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noninstitutional

05 Jul: XLE Weekly

XLE is U.S. energy industry, including many of the world’s largest oil producers. Compared to other energy options, XLE is impressive in terms of both cost efficiency and liquidity; investors can generally expect to execute at penny wide spreads. But like many funds offering exposure to the energy sector, XLE maintains some concentration issues, as a few stocks account for big chunks of the total portfolio.

05 Jul: XLC

The XLC ETF is State Street’s Communication Services Select Sector SPDR Fund (XLC) is one of the newest additions to State Street’s popular legacy lineup of sector ETFs. It including many of the major communications, advertising & social media companies in its index. Given its heavy bias towards social media mega-cap stocks (which are often mistaken for Tech) this ETF has a heavy bias towards mega cap growth.

05 Jul: MLPA

MLPA seeks to replicate USA Oil master limited partnerships (MLP) asset class. MLPs have become very popular in recent years for primarily two reasons: (1) required quarterly distributions provide a steady stream of current income, and (2) because they are partnerships, MLPs avoid corporate income taxes at both the federal and state level as the the tax liability is passed through to the individual partners. By generating at least 90% of income from natural resource-based activities such as transportation and storage, an entity can qualify as an MLP

02 Jul: Nasdaq Weekly

The Nasdaq Composite Index is a large market-cap-weighted index of more than 2,500 stocks, American depositary receipts (ADRs), and real estate investment trusts (REITs), among others. The Index’s composition is nearly 50% technology, with consumer services, health care and financials the next most prominent industries.

02 Jul: QCOM

QUALCOMM, Inc. engages in the development, design, and provision of digital telecommunications products and services. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for the use in voice and data communications, networking, application processing, multimedia, and global positioning system products.

02 Jul: UNH

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum’s capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience.