Asset Manager
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Freedom Together Foundation
875 THIRD AVENUE, 29TH FLOOR, NEW YORK, NY 10022 • (212) 935-9860
Market Value
$867M
+13.7%
Holdings
2
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPY | 73.00% | 72.30% | +0.70% | $633M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| RSP | 27.00% | 27.70% | -0.70% | $234M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $633M | 73.0% |
| Large Cap | 1 | $234M | 27.0% |
Portfolio Analytics
Avg Market Cap
$457.1B
Median Market Cap
$457.1B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.96
# Stocks
0
# ETFs / Funds
2