Market Value
$822M
+38.5%
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 | 98.41% | 98.23% | +0.18% | $808M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GDOT | 1.59% | 1.77% | -0.18% | $13M |
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 | $808M | 98.4% |
| Small Cap | 1 | $13M | 1.6% |
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