Asset Manager
← All Institutions
Sun Mountain Capital Ltd
Market Value
$184M
+62.7%
Holdings
2
+1
New Purchases
1
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| EWJ | 28.42% | 0.00% | +28.42% | $52M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IWF | 71.58% | 100.00% | -28.42% | $132M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 2 | $184M | 100.0% |
Portfolio Analytics
Avg Market Cap
$80.9B
Median Market Cap
$80.9B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.00
# Stocks
0
# ETFs / Funds
2
Top Holdings (2 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| EWJ | $52M | 28.42% |