Asset Manager
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AOZORA BANK, LTD.
Market Value
$44K
+33.8%
Holdings
2
New Purchases
0
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| LQD | 100.00% | 20.30% | +79.70% | $44K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VCIT | 0.00% | 79.70% | -79.70% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 2 | $44K | 100.0% |
Portfolio Analytics
Avg Market Cap
$49.8B
Median Market Cap
$49.8B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.21
# Stocks
0
# ETFs / Funds
2
Top Holdings (2 total)
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| VCIT | — | —% |