Market Value
$169M
+20.7%
Holdings
3
+1
New Purchases
1
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
33.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| MIAX | 39.72% | 0.00% | +39.72% | $67M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 2 | $136M | 80.2% |
| Micro Cap | 1 | $34M | 19.8% |
Portfolio Analytics
Avg Market Cap
$2.8B
Median Market Cap
$3.2B
Avg P/E
21.8
Median P/E
21.8
Avg Dividend Yield
—%
Avg Beta
0.69
# Stocks
3
# ETFs / Funds
0
Top Holdings (3 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| MIAX | $67M | 39.72% |