Market Value
$655M
+5946.0%
Holdings
2
+1
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BETA | 98.46% | 0.00% | +98.46% | $645M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| HYLN | 1.54% | 100.00% | -98.46% | $10M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Industrials | 96.9% |
| Consumer Cyclical | 3.1% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 1 | $645M | 98.5% |
| Small Cap | 1 | $10M | 1.5% |
Portfolio Analytics
Avg Market Cap
$2.4B
Median Market Cap
$2.4B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
2.18
# Stocks
2
# ETFs / Funds
0
Top Holdings (2 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| BETA | $645M | 98.46% |