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TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
Market Value
$28K
+9.7%
Holdings
3
-1
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 |
|---|---|---|---|---|
| LUNR | 19.24% | 8.65% | +10.59% | $5K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 1 | $5K | 19.2% |
| Small Cap | 1 | $22K | 76.4% |
| Micro Cap | 1 | $1K | 4.4% |
Portfolio Analytics
Avg Market Cap
$2.2B
Median Market Cap
$564M
Avg P/E
0.0
Median P/E
0.0
Avg Dividend Yield
—%
Avg Beta
1.37
# Stocks
3
# ETFs / Funds
0