Asset Manager
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Covalis (Gibraltar) Ltd
Market Value
$27M
+20.2%
Holdings
3
-1
New Purchases
1
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
66.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| PCG | 63.89% | 0.00% | +63.89% | $17M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 1 | $17M | 63.9% |
| Mid Cap | 2 | $10M | 36.1% |
Portfolio Analytics
Avg Market Cap
$15.1B
Median Market Cap
$5.9B
Avg P/E
9.6
Median P/E
9.6
Avg Dividend Yield
0.01%
Avg Beta
3.92
# Stocks
3
# ETFs / Funds
0