Market Value
$0
Holdings
18
New Purchases
0
Added To
0
Closed
18
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $0 | 0% |
| Large Cap | 7 | $0 | 0% |
| Mid Cap | 3 | $0 | 0% |
| Small Cap | 7 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$60.0B
Median Market Cap
$9.0B
Avg P/E
22.7
Median P/E
19.3
Avg Dividend Yield
0.03%
Avg Beta
1.01
# Stocks
18
# ETFs / Funds
0
Top Holdings (18 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WD | —% | — | — | — | -$7M | -116,617 | -100.0% | SOLD |
| 2 | SPGI | —% | — | — | — | -$4M | -8,574 | -100.0% | SOLD |
| 3 | EFX | —% | — | — | — | -$3M | -16,042 | -100.0% | SOLD |
| 4 | AMG | —% | — | — | — | -$4M | -14,898 | -100.0% | SOLD |
| 5 | V | —% | — | — | — | -$6M | -16,360 | -100.0% | SOLD |
| 6 | SF | —% | — | — | — | -$3M | -26,529 | -100.0% | SOLD |
| 7 | INVH | —% | — | — | — | -$5M | -191,373 | -100.0% | SOLD |
| 8 | COF | —% | — | — | — | -$7M | -27,028 | -100.0% | SOLD |
| 9 | UWMC | —% | — | — | — | -$2M | -400,832 | -100.0% | SOLD |
| 10 | PGR | —% | — | — | — | -$7M | -30,208 | -100.0% | SOLD |
| 11 | ECPG | —% | — | — | — | -$15M | -267,817 | -100.0% | SOLD |
| 12 | FLYW | —% | — | — | — | -$10M | -731,091 | -100.0% | SOLD |
| 13 | UMBF | —% | — | — | — | -$6M | -51,728 | -100.0% | SOLD |
| 14 | SEIC | —% | — | — | — | -$4M | -43,072 | -100.0% | SOLD |
| 15 | WLTH | —% | — | — | — | -$5M | -382,414 | -100.0% | SOLD |
| 16 | SKWD | —% | — | — | — | -$12M | -229,878 | -100.0% | SOLD |
| 17 | 2H2.F | —% | — | — | — | -$6M | -579,667 | -100.0% | SOLD |
| 18 | PX | —% | — | — | — | -$7M | -663,446 | -100.0% | SOLD |