Market Value
$77M
+5.0%
Holdings
5
-4
New Purchases
0
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
20.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 1 | $3M | 4.1% |
| Small Cap | 2 | $70M | 90.8% |
| Micro Cap | 2 | $4M | 5.1% |
Portfolio Analytics
Avg Market Cap
$1.0B
Median Market Cap
$712M
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.51
# Stocks
5
# ETFs / Funds
0
Top Holdings (5 total)
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| CRGX | — | —% |