Asset Manager
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AOZORA BANK, LTD.
Market Value
$97K
+1.4%
Holdings
2
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VCIT | 93.22% | 93.18% | +0.04% | $90K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| LQD | 6.78% | 6.82% | -0.04% | $7K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 2 | $97K | 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