Market Value
$148M
Holdings
3
New Purchases
0
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 1 | $65M | 43.7% |
| Small Cap | 2 | $83M | 56.3% |
Portfolio Analytics
Avg Market Cap
$4.2B
Median Market Cap
$1.7B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.13
# Stocks
3
# ETFs / Funds
0