Asset Manager
← All Institutions
Diana Davis Spencer Foundation
Market Value
$55M
+40.5%
Holdings
2
-3
New Purchases
0
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VIG | 38.03% | 24.48% | +13.55% | $21M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VOO | 61.97% | 75.52% | -13.55% | $34M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $34M | 62.0% |
| Large Cap | 1 | $21M | 38.0% |
Portfolio Analytics
Avg Market Cap
$925.0B
Median Market Cap
$925.0B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.92
# Stocks
0
# ETFs / Funds
2