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 |
|---|---|---|---|
| Industrials | 32.82% | 0% | -32.82% |
| Technology | 16.75% | 0% | -16.75% |
| Healthcare | 14.73% | 0% | -14.73% |
| Consumer Cyclical | 10.44% | 0% | -10.44% |
| Financial Services | 7.13% | 0% | -7.13% |
| Unclassified | 6.77% | 0% | -6.77% |
| Basic Materials | 5.39% | 0% | -5.39% |
| Consumer Defensive | 3.25% | 0% | -3.25% |
| Communication Services | 1.85% | 0% | -1.85% |
| Real Estate | 0.87% | 0% | -0.87% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 8.73% | 0% | -8.73% |
| Micro Cap | 0.28% | 0% | -0.28% |
| Mid Cap | 67.1% | 0% | -67.1% |
| Small Cap | 17.12% | 0% | -17.12% |
| Unclassified | 6.77% | 0% | -6.77% |
Quarter-over-quarter position changes