Style
GrowthTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | No securities | 0 | $0 | 0.00% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 58.76% | 0% | -58.76% |
| Consumer Cyclical | 14.99% | 0% | -14.99% |
| Industrials | 11.37% | 0% | -11.37% |
| Utilities | 7.87% | 0% | -7.87% |
| Unclassified | 3.66% | 0% | -3.66% |
| Healthcare | 1.89% | 0% | -1.89% |
| Energy | 1.46% | 0% | -1.46% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 51.7% | 0% | -51.7% |
| Mega Cap | 17.94% | 0% | -17.94% |
| Mid Cap | 26.7% | 0% | -26.7% |
| Unclassified | 3.66% | 0% | -3.66% |
Quarter-over-quarter position changes