Style
Aggressive GrowthTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Automatic Data Processing in(ADP) | 1,013 | $280.3K | 40.15% |
| 2 | Microsoft Corp(MSFT) | 500 | $215.2K | 30.82% |
| 3 | Meta Platforms Inc(META) | 354 | $202.6K | 29.03% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 50.06% | 70.97% | +20.91% |
| Communication Services | 14.77% | 29.03% | +14.26% |
| Financial Services | 10.3% | 0% | -10.3% |
| Healthcare | 9.76% | 0% | -9.76% |
| Consumer Cyclical | 7.64% | 0% | -7.64% |
| Energy | 3.45% | 0% | -3.45% |
| Unclassified | 2.24% | 0% | -2.24% |
| Industrials | 1.77% | 0% | -1.77% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 88.38% | 59.85% | -28.53% |
| Large Cap | 9.38% | 40.15% | +30.77% |
| Unclassified | 2.24% | 0% | -2.24% |
Quarter-over-quarter position changes