Market Value
$201M
+48.5%
Holdings
2
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| TRUP | 99.97% | 99.97% | +0.01% | $201M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| PGYWW | 0.03% | 0.03% | -0.01% | $52K |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
| Technology | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Small Cap | 1 | $201M | 100.0% |
| Micro Cap | 1 | $52K | 0.0% |
Portfolio Analytics
Avg Market Cap
$481M
Median Market Cap
$481M
Avg P/E
24.3
Median P/E
24.3
Avg Dividend Yield
—%
Avg Beta
3.47
# Stocks
2
# ETFs / Funds
0