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P/E Global LLC
75 STATE STREET, 31ST FLOOR, BOSTON, MA 02109 • 6179334500
Market Value
$500K
+4.0%
Holdings
4
New Purchases
0
Added To
3
Closed
0
Reduced
1
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 | $76K | 15.1% |
| Large Cap | 3 | $424K | 84.9% |
Portfolio Analytics
Avg Market Cap
$473.7B
Median Market Cap
$126.9B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.89
# Stocks
0
# ETFs / Funds
4