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GOANNA CAPITAL MANAGEMENT LLC
515 N. FLAGLER DRIVE SUITE 350, WEST PALM BEACH, FL 33401 • 5518002775
Market Value
$7M
Holdings
3
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Technology | 84.2% |
| Financial Services | 15.8% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 2 | $6M | 84.2% |
| Mid Cap | 1 | $1M | 15.8% |
Portfolio Analytics
Avg Market Cap
$8.7B
Median Market Cap
$10.7B
Avg P/E
25.9
Median P/E
25.9
Avg Dividend Yield
—%
Avg Beta
1.30
# Stocks
3
# ETFs / Funds
0