Asset Manager
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Linden Rose Investment LLC
5414 LINDEN ROSE LANE, SUGAR LAND, TX 77479 • 9738417158
Market Value
$44M
-2.2%
Holdings
4
New Purchases
0
Added To
2
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GOOGL | 27.96% | 31.30% | -3.34% | $12M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Technology | 79.7% |
| Communication Services | 19.7% |
| Financial Services | 0.6% |
| Consumer Cyclical | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $44M | 100.0% |
Portfolio Analytics
Avg Market Cap
$3.2T
Median Market Cap
$3.4T
Avg P/E
21.9
Median P/E
18.4
Avg Dividend Yield
0.00%
Avg Beta
1.09
# Stocks
4
# ETFs / Funds
0