Market Value
$229M
Holdings
4
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 2 | $126M | 54.9% |
| Mid Cap | 1 | $95M | 41.3% |
| Small Cap | 1 | $9M | 3.8% |
Portfolio Analytics
Avg Market Cap
$8.6B
Median Market Cap
$7.9B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.74
# Stocks
4
# ETFs / Funds
0