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 |
|---|---|---|---|
| Consumer Defensive | 33.82% | 0% | -33.82% |
| Healthcare | 29.28% | 0% | -29.28% |
| Consumer Cyclical | 23.33% | 0% | -23.33% |
| Real Estate | 11.72% | 0% | -11.72% |
| Unclassified | 1.85% | 0% | -1.85% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 18.39% | 0% | -18.39% |
| Mid Cap | 23.33% | 0% | -23.33% |
| Small Cap | 56.43% | 0% | -56.43% |
| Unclassified | 1.85% | 0% | -1.85% |
Quarter-over-quarter position changes