Style
GrowthTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | N/A | 0 | $0 | 0.00% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 47.54% | 0% | -47.54% |
| Technology | 12.23% | 0% | -12.23% |
| Financial Services | 11% | 0% | -11% |
| Healthcare | 7.27% | 0% | -7.27% |
| Industrials | 6.94% | 0% | -6.94% |
| Consumer Cyclical | 4.65% | 0% | -4.65% |
| Consumer Defensive | 4.06% | 0% | -4.06% |
| Communication Services | 3.73% | 0% | -3.73% |
| Real Estate | 2.07% | 0% | -2.07% |
| Basic Materials | 0.35% | 0% | -0.35% |
| Energy | 0.08% | 0% | -0.08% |
| Utilities | 0.07% | 0% | -0.07% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 23.65% | 0% | -23.65% |
| Mega Cap | 21.66% | 0% | -21.66% |
| Mid Cap | 7.16% | 0% | -7.16% |
| Unclassified | 47.54% | 0% | -47.54% |
Quarter-over-quarter position changes