Asset Manager
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MENLO ADVISORS LLC
Market Value
$75M
Holdings
12
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
99.4%
Turnover
0.0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 7 | $52M | 69.7% |
| Large Cap | 3 | $15M | 20.1% |
| Mid Cap | 1 | $3M | 3.9% |
| Micro Cap | 1 | $5M | 6.3% |
Portfolio Analytics
Avg Market Cap
$1.3T
Median Market Cap
$550.9B
Avg P/E
20.7
Median P/E
19.8
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
8
# ETFs / Funds
4
Top Holdings (12 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | 33.90% | 50,707 | $25M | $502.63 | — | — | — | |
| 2 | AAPL | 17.05% | 47,157 | $13M | $271.86 | — | — | — | |
| 3 | MSFT | 16.97% | 26,387 | $13M | $483.61 | — | — | — | |
| 4 | ABT | 11.20% | 67,196 | $8M | $125.28 | — | — | — | |
| 5 | LMT | 7.52% | 11,687 | $6M | $483.61 | — | — | — | |
| 6 | MEMX | 6.27% | 126,040 | $5M | $37.42 | — | — | — | |
| 7 | RVT | 3.86% | 180,126 | $3M | $16.10 | — | — | — | |
| 8 | FNDF | 1.43% | 23,846 | $1M | $45.21 | — | — | — | |
| 9 | SPY | 0.76% | 1,500 | $575K | $383.33 | — | — | — | |
| 10 | MU | 0.44% | 1,170 | $333K | $284.62 | — | — | — | |
| 11 | AMZN | 0.31% | 1,000 | $230K | $230.00 | — | — | — | |
| 12 | HD | 0.29% | 636 | $218K | $342.77 | — | — | — |