Market Value
$593M
+90.5%
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 |
|---|---|---|---|---|
| SYM | 98.23% | 97.36% | +0.87% | $583M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GDOT | 1.77% | 2.64% | -0.87% | $11M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Industrials | 98.6% |
| Financial Services | 1.4% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 1 | $583M | 98.2% |
| Small Cap | 1 | $11M | 1.8% |
Portfolio Analytics
Avg Market Cap
$17.7B
Median Market Cap
$17.7B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.45
# Stocks
2
# ETFs / Funds
0