Asset Manager
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EMORY UNIVERSITY
Market Value
$157M
-99.4%
Holdings
8
+1
New Purchases
2
Added To
2
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
37.5%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $803K | 0.5% |
| Large Cap | 4 | $79M | 50.4% |
| Mid Cap | 1 | $52M | 33.0% |
| Small Cap | 1 | $25M | 16.1% |
Portfolio Analytics
Avg Market Cap
$770.8B
Median Market Cap
$46.0B
Avg P/E
60.0
Median P/E
60.0
Avg Dividend Yield
0.00%
Avg Beta
1.10
# 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 | 50.09% | 1,080,949 | $79M | $72.77 | — | +1,080,949 | — | NEW |
| 2 | BTC | 33.00% | 1,023,417 | $52M | $50.63 | -$25.5B | +487,636 | +91.0% | |
| 3 | WBI | 16.06% | 1,000,000 | $25M | $25.22 | — | +1,000,000 | — | NEW |
| 4 | SPY | 0.36% | 851 | $567K | $666.18 | $122K | +131 | +18.2% | |
| 5 | IBIT | 0.18% | 4,450 | $289K | $65.00 | $17K | — | — | |
| 6 | ACWI | 0.16% | 1,817 | $251K | $138.24 | $18K | — | — | |
| 7 | NVDA | 0.15% | 1,264 | $236K | $186.58 | -$259K | -1,866 | -59.6% | |
| 8 | MINT | —% | — | — | — | -$656K | -6,527 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| MINT | — | —% |