Asset Manager
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PIPER SANDLER & CO.
Market Value
$442K
-18.9%
Holdings
3
+1
New Purchases
1
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
100.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| APO-PA | 100.00% | 0.00% | +100.00% | $442K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 1 | $442K | 100.0% |
| Small Cap | 1 | $0 | 0.0% |
| Micro Cap | 1 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$1.8B
Median Market Cap
$608M
Avg P/E
30.2
Median P/E
30.2
Avg Dividend Yield
0.01%
Avg Beta
1.09
# Stocks
3
# ETFs / Funds
0
Top Holdings (3 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| APO-PA | $442K | 100.00% |