Market Value
$112M
+5.7%
Holdings
4
New Purchases
0
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
25.0%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| KRG | 0.00% | 24.60% | -24.60% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 2 | $46M | 41.0% |
| Mid Cap | 2 | $66M | 59.0% |
Portfolio Analytics
Avg Market Cap
$11.5B
Median Market Cap
$8.7B
Avg P/E
25.5
Median P/E
27.6
Avg Dividend Yield
0.05%
Avg Beta
0.90
# Stocks
4
# ETFs / Funds
0
Top Holdings (4 total)
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| KRG | — | —% |