Asset Manager
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EMORY UNIVERSITY
Market Value
$160M
-40.1%
Holdings
7
-1
New Purchases
0
Added To
3
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
14.3%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| RSP | 0.00% | 35.37% | -35.37% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $885K | 0.6% |
| Large Cap | 3 | $90M | 56.1% |
| Mid Cap | 1 | $35M | 22.0% |
| Small Cap | 1 | $34M | 21.4% |
Portfolio Analytics
Avg Market Cap
$954.6B
Median Market Cap
$61.5B
Avg P/E
46.9
Median P/E
46.9
Avg Dividend Yield
0.00%
Avg Beta
1.04
# Stocks
2
# ETFs / Funds
5
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU | 55.87% | 1,184,586 | $89M | $75.51 | -$15M | +123 | +0.0% | |
| 2 | BTC | 21.95% | 1,354,148 | $35M | $25.95 | -$5M | — | — | |
| 3 | WBI | 21.44% | 1,001,685 | $34M | $34.27 | $8M | +1,685 | +0.2% | |
| 4 | SPY | 0.40% | 861 | $643K | $746.77 | $103K | +30 | +3.6% | |
| 5 | ACWI | 0.18% | 1,817 | $285K | $156.97 | $34K | — | — | |
| 6 | NVDA | 0.15% | 1,209 | $242K | $200.09 | $31K | — | — | |
| 7 | RSP | —% | — | — | — | -$95M | -492,740 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| RSP | — | —% |