Asset Manager
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Michelson Medical Research Foundation, Inc.
Market Value
$0
-100.0%
Holdings
19
-2
New Purchases
0
Added To
0
Closed
19
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $0 | 0% |
| Large Cap | 5 | $0 | 0% |
| Mid Cap | 9 | $0 | 0% |
| Small Cap | 3 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$59.7B
Median Market Cap
$7.3B
Avg P/E
22.8
Median P/E
19.9
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
6
# ETFs / Funds
13
Top Holdings (19 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | EWT | —% | — | — | — | -$2M | -27,435 | -100.0% | SOLD |
| 2 | MTN | —% | — | — | — | -$11M | -86,000 | -100.0% | SOLD |
| 3 | RGR | —% | — | — | — | -$2M | -57,500 | -100.0% | SOLD |
| 4 | CRGY | —% | — | — | — | -$1M | -156,166 | -100.0% | SOLD |
| 5 | UNH | —% | — | — | — | -$10M | -30,000 | -100.0% | SOLD |
| 6 | IBB | —% | — | — | — | -$6M | -35,095 | -100.0% | SOLD |
| 7 | KRE | —% | — | — | — | -$4M | -63,510 | -100.0% | SOLD |
| 8 | VB | —% | — | — | — | -$3M | -11,010 | -100.0% | SOLD |
| 9 | VEA | —% | — | — | — | -$10M | -158,160 | -100.0% | SOLD |
| 10 | MANU | —% | — | — | — | -$3M | -200,000 | -100.0% | SOLD |
| 11 | EWW | —% | — | — | — | -$3M | -41,850 | -100.0% | SOLD |
| 12 | GXC | —% | — | — | — | -$2M | -16,750 | -100.0% | SOLD |
| 13 | EWJ | —% | — | — | — | -$2M | -20,100 | -100.0% | SOLD |
| 14 | EWY | —% | — | — | — | -$2M | -20,155 | -100.0% | SOLD |
| 15 | IVE | —% | — | — | — | -$11M | -51,905 | -100.0% | SOLD |
| 16 | IWC | —% | — | — | — | -$6M | -35,385 | -100.0% | SOLD |
| 17 | VWO | —% | — | — | — | -$7M | -127,630 | -100.0% | SOLD |
| 18 | EWZ | —% | — | — | — | -$3M | -81,300 | -100.0% | SOLD |
| 19 | 0YY7.L | —% | — | — | — | -$9M | -609,500 | -100.0% | SOLD |