Style
CoreTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | New Issuer | 0 | $0 | 0.00% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 24.75% | 0% | -24.75% |
| Technology | 16.54% | 0% | -16.54% |
| Real Estate | 14.63% | 0% | -14.63% |
| Financial Services | 8.7% | 0% | -8.7% |
| Consumer Cyclical | 7.63% | 0% | -7.63% |
| Healthcare | 5.6% | 0% | -5.6% |
| Communication Services | 5.16% | 0% | -5.16% |
| Industrials | 4.98% | 0% | -4.98% |
| Consumer Defensive | 4.94% | 0% | -4.94% |
| Energy | 3.34% | 0% | -3.34% |
| Basic Materials | 2.27% | 0% | -2.27% |
| Utilities | 1.47% | 0% | -1.47% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 34.03% | 0% | -34.03% |
| Mega Cap | 40.4% | 0% | -40.4% |
| Mid Cap | 0.82% | 0% | -0.82% |
| Unclassified | 24.75% | 0% | -24.75% |
Quarter-over-quarter position changes