Style
GrowthTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | None | 0 | $0 | 0.00% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Consumer Cyclical | 39.74% | 0% | -39.74% |
| Technology | 22.06% | 0% | -22.06% |
| Industrials | 9.72% | 0% | -9.72% |
| Consumer Defensive | 8.45% | 0% | -8.45% |
| Healthcare | 8.18% | 0% | -8.18% |
| Communication Services | 7.72% | 0% | -7.72% |
| Financial Services | 2.6% | 0% | -2.6% |
| Unclassified | 1.52% | 0% | -1.52% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 56.32% | 0% | -56.32% |
| Mega Cap | 18.61% | 0% | -18.61% |
| Mid Cap | 22.05% | 0% | -22.05% |
| Small Cap | 1.5% | 0% | -1.5% |
| Unclassified | 1.52% | 0% | -1.52% |
Quarter-over-quarter position changes