Asset Manager
← All Institutions
Power Alpha Investment Ltd
OMC CHAMBERS WICKHAMS CAY 1, ROAD TOWN, TORTOLA, D8 VG1110 • 16479656036
Market Value
$994M
+13.7%
Holdings
5
New Purchases
0
Added To
1
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
20.0%
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 | 4 | $994M | 100.0% |
| Large Cap | 1 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$920.4B
Median Market Cap
$895.8B
Avg P/E
12.7
Median P/E
12.7
Avg Dividend Yield
—%
Avg Beta
1.12
# Stocks
1
# ETFs / Funds
4
Top Holdings (5 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | 93.55% | 1,244,951 | $929M | $746.61 | $111M | -13,200 | -1.1% | |
| 2 | VOO | 4.60% | 66,600 | $46M | $686.81 | $6M | — | — | |
| 3 | BRK-B | 1.15% | 22,900 | $11M | $500.39 | $7M | +13,600 | +146.2% | |
| 4 | IVV | 0.69% | 9,200 | $7M | $748.89 | $880K | — | — | |
| 5 | SMH | —% | — | — | — | -$6M | -15,000 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| SMH | — | —% |