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Discovery Value Fund
Market Value
$37M
-33.1%
Holdings
3
New Purchases
0
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
33.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NVDA | 97.65% | 65.40% | +32.25% | $37M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $37M | 97.7% |
| Large Cap | 1 | $0 | 0.0% |
| Small Cap | 1 | $881K | 2.3% |
Portfolio Analytics
Avg Market Cap
$1.8T
Median Market Cap
$69.8B
Avg P/E
54.1
Median P/E
54.1
Avg Dividend Yield
0.00%
Avg Beta
2.02
# Stocks
3
# ETFs / Funds
0
Top Holdings (3 total)
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| DASH | — | —% |