Asset Manager
← All Institutions
New Century Financial Group, LLC
Market Value
$0
-100.0%
Holdings
63
-59
New Purchases
0
Added To
0
Closed
63
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 16 | $0 | 0% |
| Large Cap | 30 | $0 | 0% |
| Mid Cap | 7 | $0 | 0% |
| Small Cap | 7 | $0 | 0% |
| Micro Cap | 3 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$499.5B
Median Market Cap
$56.4B
Avg P/E
36.5
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
34
# ETFs / Funds
29
Top Holdings (63 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIN | —% | — | — | — | -$1M | -54,718 | -100.0% | SOLD |
| 2 | OI | —% | — | — | — | -$1M | -81,808 | -100.0% | SOLD |
| 3 | CSTM | —% | — | — | — | -$1M | -68,442 | -100.0% | SOLD |
| 4 | ABBV | —% | — | — | — | -$238K | -1,029 | -100.0% | SOLD |
| 5 | ALLY | —% | — | — | — | -$1M | -30,434 | -100.0% | SOLD |
| 6 | CRM | —% | — | — | — | -$1M | -5,069 | -100.0% | SOLD |
| 7 | FLS | —% | — | — | — | -$1M | -22,373 | -100.0% | SOLD |
| 8 | VZ | —% | — | — | — | -$1M | -29,996 | -100.0% | SOLD |
| 9 | UPS | —% | — | — | — | -$1M | -13,987 | -100.0% | SOLD |
| 10 | EAT | —% | — | — | — | -$1M | -9,631 | -100.0% | SOLD |
| 11 | JPM | —% | — | — | — | -$252K | -800 | -100.0% | SOLD |
| 12 | TFC | —% | — | — | — | -$1M | -27,249 | -100.0% | SOLD |
| 13 | CRBG | —% | — | — | — | -$1M | -39,813 | -100.0% | SOLD |
| 14 | LLY | —% | — | — | — | -$208K | -273 | -100.0% | SOLD |
| 15 | LNC | —% | — | — | — | -$2M | -42,544 | -100.0% | SOLD |
| 16 | PRU | —% | — | — | — | -$1M | -10,195 | -100.0% | SOLD |
| 17 | RCII | —% | — | — | — | -$1M | -46,951 | -100.0% | SOLD |
| 18 | NOW | —% | — | — | — | -$203K | -221 | -100.0% | SOLD |
| 19 | AMZN | —% | — | — | — | -$615K | -2,800 | -100.0% | SOLD |
| 20 | CENX | —% | — | — | — | -$987K | -33,623 | -100.0% | SOLD |
| 21 | AAPL | —% | — | — | — | -$2M | -6,664 | -100.0% | SOLD |
| 22 | MBB | —% | — | — | — | -$416K | -4,368 | -100.0% | SOLD |
| 23 | META | —% | — | — | — | -$524K | -713 | -100.0% | SOLD |
| 24 | IRDM | —% | — | — | — | -$989K | -56,663 | -100.0% | SOLD |
| 25 | ADBE | —% | — | — | — | -$999K | -2,832 | -100.0% | SOLD |
| 26 | IEF | —% | — | — | — | -$490K | -5,081 | -100.0% | SOLD |
| 27 | C | —% | — | — | — | -$273K | -2,692 | -100.0% | SOLD |
| 28 | CTM | —% | — | — | — | -$13K | -12,000 | -100.0% | SOLD |
| 29 | IUSV | —% | — | — | — | -$336K | -3,360 | -100.0% | SOLD |
| 30 | IVV | —% | — | — | — | -$5M | -7,029 | -100.0% | SOLD |
| 31 | NFLT | —% | — | — | — | -$219K | -9,498 | -100.0% | SOLD |
| 32 | USMV | —% | — | — | — | -$593K | -6,228 | -100.0% | SOLD |
| 33 | VB | —% | — | — | — | -$308K | -1,213 | -100.0% | SOLD |
| 34 | VGT | —% | — | — | — | -$203K | -272 | -100.0% | SOLD |
| 35 | ARKK | —% | — | — | — | -$217K | -2,519 | -100.0% | SOLD |
| 36 | AGG | —% | — | — | — | -$556K | -5,545 | -100.0% | SOLD |
| 37 | IJH | —% | — | — | — | -$391K | -5,993 | -100.0% | SOLD |
| 38 | VIG | —% | — | — | — | -$235K | -1,090 | -100.0% | SOLD |
| 39 | SPYG | —% | — | — | — | -$486K | -4,649 | -100.0% | SOLD |
| 40 | SPY | —% | — | — | — | -$2M | -2,451 | -100.0% | SOLD |
| 41 | GOOGL | —% | — | — | — | -$599K | -2,465 | -100.0% | SOLD |
| 42 | GEN | —% | — | — | — | -$1M | -36,082 | -100.0% | SOLD |
| 43 | GLD | —% | — | — | — | -$706K | -1,986 | -100.0% | SOLD |
| 44 | IWB | —% | — | — | — | -$266K | -727 | -100.0% | SOLD |
| 45 | IJR | —% | — | — | — | -$975K | -8,207 | -100.0% | SOLD |
| 46 | MSFT | —% | — | — | — | -$1M | -2,756 | -100.0% | SOLD |
| 47 | IUSG | —% | — | — | — | -$350K | -2,127 | -100.0% | SOLD |
| 48 | NVDA | —% | — | — | — | -$2M | -8,420 | -100.0% | SOLD |
| 49 | TSLA | —% | — | — | — | -$230K | -517 | -100.0% | SOLD |
| 50 | VO | —% | — | — | — | -$1M | -4,894 | -100.0% | SOLD |
| 51 | XLK | —% | — | — | — | -$780K | -2,767 | -100.0% | SOLD |
| 52 | MDY | —% | — | — | — | -$4M | -6,724 | -100.0% | SOLD |
| 53 | IEFA | —% | — | — | — | -$1M | -13,006 | -100.0% | SOLD |
| 54 | PTNQ | —% | — | — | — | -$268K | -3,452 | -100.0% | SOLD |
| 55 | SCHG | —% | — | — | — | -$709K | -22,220 | -100.0% | SOLD |
| 56 | SCHV | —% | — | — | — | -$728K | -24,999 | -100.0% | SOLD |
| 57 | DELL | —% | — | — | — | -$1M | -8,957 | -100.0% | SOLD |
| 58 | BRK-B | —% | — | — | — | -$436K | -867 | -100.0% | SOLD |
| 59 | BUL | —% | — | — | — | -$322K | -6,148 | -100.0% | SOLD |
| 60 | PSFF | —% | — | — | — | -$988K | -31,269 | -100.0% | SOLD |
| 61 | HTUS | —% | — | — | — | -$772K | -18,099 | -100.0% | SOLD |
| 62 | JKD | —% | — | — | — | -$249K | -2,695 | -100.0% | SOLD |
| 63 | SIRO | —% | — | — | — | -$1M | -85,650 | -100.0% | SOLD |