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 |
|---|---|---|---|
| Financial Services | 24.78% | 0% | -24.78% |
| Industrials | 20.04% | 0% | -20.04% |
| Communication Services | 15.12% | 0% | -15.12% |
| Technology | 11.73% | 0% | -11.73% |
| Consumer Cyclical | 11.08% | 0% | -11.08% |
| Healthcare | 7.82% | 0% | -7.82% |
| Consumer Defensive | 5.61% | 0% | -5.61% |
| Unclassified | 3.82% | 0% | -3.82% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 65.06% | 0% | -65.06% |
| Mega Cap | 31.12% | 0% | -31.12% |
| Unclassified | 3.82% | 0% | -3.82% |
Quarter-over-quarter position changes