Style
Aggressive 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 | 33.91% | 0% | -33.91% |
| Technology | 22.07% | 0% | -22.07% |
| Consumer Cyclical | 10.29% | 0% | -10.29% |
| Financial Services | 7.26% | 0% | -7.26% |
| Communication Services | 6.89% | 0% | -6.89% |
| Healthcare | 6.44% | 0% | -6.44% |
| Consumer Defensive | 5.85% | 0% | -5.85% |
| Energy | 5.64% | 0% | -5.64% |
| Industrials | 1.2% | 0% | -1.2% |
| Basic Materials | 0.45% | 0% | -0.45% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 15.93% | 0% | -15.93% |
| Mega Cap | 41.82% | 0% | -41.82% |
| Mid Cap | 8.35% | 0% | -8.35% |
| Unclassified | 33.91% | 0% | -33.91% |
Quarter-over-quarter position changes