Asset Manager
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EMORY UNIVERSITY
Market Value
$157M
Holdings
7
-1
New Purchases
0
Added To
1
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $782K | 0.5% |
| Large Cap | 3 | $97M | 61.5% |
| Mid Cap | 1 | $40M | 25.2% |
| Small Cap | 1 | $20M | 12.7% |
Portfolio Analytics
Avg Market Cap
$878.7B
Median Market Cap
$60.6B
Avg P/E
60.0
Median P/E
60.0
Avg Dividend Yield
0.00%
Avg Beta
1.25
# 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 | 61.22% | 1,184,469 | $96M | $81.17 | $17M | +103,520 | +9.6% | |
| 2 | BTC | 25.24% | 1,023,417 | $40M | $38.73 | -$12M | — | — | |
| 3 | WBI | 12.74% | 1,000,000 | $20M | $20.01 | -$5M | — | — | |
| 4 | SPY | 0.35% | 816 | $556K | $681.92 | -$10K | -35 | -4.1% | |
| 5 | ACWI | 0.16% | 1,817 | $257K | $141.49 | $6K | — | — | |
| 6 | NVDA | 0.14% | 1,209 | $225K | $186.50 | -$10K | -55 | -4.3% | |
| 7 | IBIT | 0.14% | 4,450 | $221K | $49.65 | -$68K | — | — |