Market Value
$0
Holdings
16
New Purchases
0
Added To
0
Closed
16
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $0 | 0% |
| Large Cap | 11 | $0 | 0% |
| Mid Cap | 3 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$100.3B
Median Market Cap
$27.0B
Avg P/E
20.7
Median P/E
16.7
Avg Dividend Yield
0.01%
Avg Beta
1.03
# Stocks
16
# ETFs / Funds
0
Top Holdings (16 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WEX | —% | — | — | — | -$7M | -48,087 | -100.0% | SOLD |
| 2 | MSCI | —% | — | — | — | -$5M | -9,540 | -100.0% | SOLD |
| 3 | SPGI | —% | — | — | — | -$9M | -17,725 | -100.0% | SOLD |
| 4 | EFX | —% | — | — | — | -$9M | -41,179 | -100.0% | SOLD |
| 5 | FHN | —% | — | — | — | -$7M | -284,813 | -100.0% | SOLD |
| 6 | BAC | —% | — | — | — | -$8M | -154,120 | -100.0% | SOLD |
| 7 | RGA | —% | — | — | — | -$9M | -42,033 | -100.0% | SOLD |
| 8 | V | —% | — | — | — | -$13M | -37,910 | -100.0% | SOLD |
| 9 | LEN | —% | — | — | — | -$5M | -53,492 | -100.0% | SOLD |
| 10 | IBN | —% | — | — | — | -$12M | -405,413 | -100.0% | SOLD |
| 11 | KKR | —% | — | — | — | -$12M | -90,514 | -100.0% | SOLD |
| 12 | COF | —% | — | — | — | -$12M | -48,982 | -100.0% | SOLD |
| 13 | FICO | —% | — | — | — | -$8M | -4,888 | -100.0% | SOLD |
| 14 | HBAN | —% | — | — | — | -$6M | -318,598 | -100.0% | SOLD |
| 15 | UMBF | —% | — | — | — | -$6M | -50,932 | -100.0% | SOLD |
| 16 | XP | —% | — | — | — | -$5M | -333,734 | -100.0% | SOLD |