Asset Manager
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Rockview Management, LLC
Market Value
$2M
-24.7%
Holdings
7
New Purchases
0
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
14.3%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 3 | $1M | 78.0% |
| Mid Cap | 3 | $352K | 21.8% |
| Micro Cap | 1 | $4K | 0.2% |
Portfolio Analytics
Avg Market Cap
$69.7B
Median Market Cap
$5.2B
Avg P/E
60.7
Median P/E
16.6
Avg Dividend Yield
0.04%
Avg Beta
0.77
# Stocks
7
# ETFs / Funds
0
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VZ | 38.47% | 15,500 | $622K | $40.13 | $52K | — | — | |
| 2 | BP | 26.41% | 10,000 | $427K | $42.70 | -$294K | -10,000 | -50.0% | |
| 3 | PBI | 19.48% | 17,000 | $315K | $18.53 | -$5K | — | — | |
| 4 | T | 13.11% | 7,000 | $212K | $30.29 | $12K | — | — | |
| 5 | POR | 2.29% | 1,482 | $37K | $24.97 | $2K | — | — | |
| 6 | LORL | 0.25% | 68 | $4K | $58.82 | $1K | — | — | |
| 7 | NYCB | —% | — | — | — | -$298K | -25,000 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| NYCB | — | —% |