Asset Manager
← All Institutions
Diana Davis Spencer Foundation
Market Value
$39M
-86.7%
Holdings
5
+1
New Purchases
1
Added To
0
Closed
3
Reduced
0
Top 10 Concentration
100.0%
Turnover
80.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $30M | 75.5% |
| Large Cap | 2 | $10M | 24.5% |
| Mid Cap | 1 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$437.5B
Median Market Cap
$126.6B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.15
# Stocks
0
# ETFs / Funds
5
Top Holdings (5 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 75.52% | 49,675 | $30M | $597.55 | -$1M | — | — | |
| 2 | VIG | 24.48% | 44,730 | $10M | $215.06 | — | +44,730 | — | NEW |
| 3 | BND | —% | — | — | — | -$119M | -1,608,100 | -100.0% | SOLD |
| 4 | BIV | —% | — | — | — | -$111M | -1,426,000 | -100.0% | SOLD |
| 5 | VCLT | —% | — | — | — | -$35M | -461,000 | -100.0% | SOLD |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| VIG | $10M | 24.48% |