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University of Maryland Foundation, Inc.
3300 METZEROTT RD, ADELPHI, MD 20783 • 301 445 2720
Market Value
$56K
+999.2%
Holdings
4
+2
New Purchases
2
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $23K | 41.5% |
| Large Cap | 1 | $30K | 54.0% |
| Small Cap | 1 | $3K | 4.5% |
Portfolio Analytics
Avg Market Cap
$884.8B
Median Market Cap
$627.0B
Avg P/E
12.7
Median P/E
12.7
Avg Dividend Yield
—%
Avg Beta
0.89
# Stocks
1
# ETFs / Funds
3