Asset Manager
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Accel Growth Fund V Associates L.L.C.
500 UNIVERSITY AVENUE, PALO ALTO, CA 94301 • (650) 614-4800
Market Value
$139M
+28.8%
Holdings
2
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SOFI | 77.89% | 69.17% | +8.72% | $108M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BMBL | 22.11% | 30.83% | -8.72% | $31M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 79.8% |
| Technology | 20.2% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 1 | $108M | 77.9% |
| Small Cap | 1 | $31M | 22.1% |
Portfolio Analytics
Avg Market Cap
$10.2B
Median Market Cap
$10.2B
Avg P/E
34.6
Median P/E
34.6
Avg Dividend Yield
—%
Avg Beta
2.06
# Stocks
2
# ETFs / Funds
0