Market Value
$93M
-31.4%
Holdings
3
+1
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
33.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| LIFE | 0.11% | 0.00% | +0.11% | $99K |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
| Technology | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Small Cap | 2 | $93M | 100.0% |
| Micro Cap | 1 | $12K | 0.0% |
Portfolio Analytics
Avg Market Cap
$692M
Median Market Cap
$959M
Avg P/E
24.3
Median P/E
24.3
Avg Dividend Yield
—%
Avg Beta
3.90
# Stocks
3
# ETFs / Funds
0
Top Holdings (3 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| LIFE | $99K | 0.11% |