Asset Manager
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AM INVESTMENT PARTNERS LLC
Market Value
$716K
-37.8%
Holdings
3
-2
New Purchases
1
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
66.7%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CMCSA | 0.00% | 51.52% | -51.52% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 2 | $210K | 29.3% |
| Micro Cap | 1 | $506K | 70.7% |
Portfolio Analytics
Avg Market Cap
$39.3B
Median Market Cap
$41.3B
Avg P/E
28.7
Median P/E
28.7
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
3
# ETFs / Funds
0