Asset Manager
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Granger Management LLC
Market Value
$343M
+27.8%
Holdings
6
New Purchases
0
Added To
2
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $201M | 58.6% |
| Large Cap | 2 | $142M | 41.4% |
Portfolio Analytics
Avg Market Cap
$1.4T
Median Market Cap
$605.8B
Avg P/E
34.3
Median P/E
34.3
Avg Dividend Yield
0.00%
Avg Beta
0.97
# Stocks
2
# ETFs / Funds
4
Top Holdings (6 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | 56.06% | 287,540 | $192M | $668.01 | -$11M | -39,800 | -12.2% | |
| 2 | ACWI | 34.89% | 864,821 | $120M | $138.24 | $79M | +550,500 | +175.1% | |
| 3 | XLE | 6.48% | 248,473 | $22M | $89.34 | $6M | +57,700 | +30.2% | |
| 4 | AMZN | 2.08% | 32,511 | $7M | $219.57 | $6K | — | — | |
| 5 | QQQ | 0.41% | 2,319 | $1M | $601.06 | $113K | — | — | |
| 6 | AAPL | 0.08% | 1,100 | $280K | $254.80 | $54K | — | — |