Style
Aggressive GrowthTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | None | 0 | $0 | 0.00% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 44.45% | 0% | -44.45% |
| Consumer Defensive | 19.26% | 0% | -19.26% |
| Industrials | 15.64% | 0% | -15.64% |
| Consumer Cyclical | 11.51% | 0% | -11.51% |
| Communication Services | 9.14% | 0% | -9.14% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 9.14% | 0% | -9.14% |
| Mid Cap | 27.15% | 0% | -27.15% |
| Small Cap | 19.26% | 0% | -19.26% |
| Unclassified | 44.45% | 0% | -44.45% |
Quarter-over-quarter position changes