Market Value
$1.6B
+6.7%
Holdings
4
New Purchases
0
Added To
3
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $348M | 21.3% |
| Large Cap | 1 | $487M | 29.8% |
| Mid Cap | 2 | $799M | 48.9% |
Portfolio Analytics
Avg Market Cap
$232.9B
Median Market Cap
$16.7B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.96
# Stocks
0
# ETFs / Funds
4