Market Value
$357M
Holdings
3
New Purchases
1
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
33.3%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 1 | $357M | 100.0% |
| Mid Cap | 1 | $100K | 0.0% |
| Micro Cap | 1 | $39K | 0.0% |
Portfolio Analytics
Avg Market Cap
$4.4B
Median Market Cap
$2.9B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.11
# Stocks
3
# ETFs / Funds
0
Top Holdings (3 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| SNTI | $39K | 0.01% |