Asset Manager
← All Institutions
EMORY UNIVERSITY
Market Value
$267M
+70.3%
Holdings
8
+1
New Purchases
1
Added To
2
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
25.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| RSP | 35.37% | 0.00% | +35.37% | $95M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $751K | 0.3% |
| Large Cap | 4 | $199M | 74.5% |
| Mid Cap | 1 | $41M | 15.2% |
| Small Cap | 1 | $27M | 10.0% |
Portfolio Analytics
Avg Market Cap
$779.8B
Median Market Cap
$65.0B
Avg P/E
60.0
Median P/E
60.0
Avg Dividend Yield
0.00%
Avg Beta
1.21
# Stocks
2
# ETFs / Funds
6
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU | 39.05% | 1,184,463 | $104M | $88.16 | $8M | -6 | — | |
| 2 | RSP | 35.37% | 492,740 | $95M | $191.92 | — | +492,740 | — | NEW |
| 3 | BTC | 15.19% | 1,354,148 | $41M | $29.99 | $974K | +330,731 | +32.3% | |
| 4 | WBI | 10.02% | 1,000,000 | $27M | $26.79 | $7M | — | — | |
| 5 | SPY | 0.20% | 831 | $540K | $650.34 | -$16K | +15 | +1.8% | |
| 6 | ACWI | 0.09% | 1,817 | $251K | $138.37 | -$6K | — | — | |
| 7 | NVDA | 0.08% | 1,209 | $211K | $174.40 | -$15K | — | — | |
| 8 | IBIT | —% | — | — | — | -$221K | -4,450 | -100.0% | SOLD |