Asset Manager
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Amtrust Financial Services, Inc.
Market Value
$298M
+6.9%
Holdings
13
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
98.9%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 3 | $227M | 76.2% |
| Large Cap | 7 | $61M | 20.3% |
| Mid Cap | 2 | $10M | 3.2% |
| Micro Cap | 1 | $881K | 0.3% |
Portfolio Analytics
Avg Market Cap
$254.2B
Median Market Cap
$60.6B
Avg P/E
19.5
Median P/E
19.5
Avg Dividend Yield
0.04%
Avg Beta
1.11
# Stocks
3
# ETFs / Funds
10
Top Holdings (13 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 40.42% | 196,400 | $120M | $612.38 | $9M | — | — | |
| 2 | IVV | 33.81% | 150,300 | $101M | $669.30 | $7M | — | — | |
| 3 | IGSB | 6.56% | 367,800 | $20M | $53.03 | $99K | — | — | |
| 4 | VV | 4.74% | 45,800 | $14M | $307.86 | $1M | — | — | |
| 5 | AGG | 3.32% | 98,560 | $10M | $100.25 | $103K | — | — | |
| 6 | SPIB | 3.08% | 270,400 | $9M | $33.89 | $84K | — | — | |
| 7 | SPAB | 2.18% | 250,600 | $6M | $25.85 | $63K | — | — | |
| 8 | QQQ | 1.93% | 9,600 | $6M | $598.73 | $452K | — | — | |
| 9 | IWM | 1.81% | 22,200 | $5M | $241.96 | $581K | — | — | |
| 10 | LMND | 1.02% | 56,644 | $3M | $53.53 | $551K | — | — | |
| 11 | IBIT | 0.76% | 35,000 | $2M | $65.00 | $133K | — | — | |
| 12 | CLPR | 0.30% | 231,949 | $881K | $3.80 | $30K | — | — | |
| 13 | GEHC | 0.08% | 3,125 | $235K | $75.10 | $3K | — | — |