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 |
|---|---|---|---|
| Technology | 39.34% | 0% | -39.34% |
| Consumer Cyclical | 24.15% | 0% | -24.15% |
| Healthcare | 18.08% | 0% | -18.08% |
| Financial Services | 11.32% | 0% | -11.32% |
| Utilities | 4.75% | 0% | -4.75% |
| Unclassified | 1.47% | 0% | -1.47% |
| Communication Services | 0.89% | 0% | -0.89% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 24.13% | 0% | -24.13% |
| Mega Cap | 57.39% | 0% | -57.39% |
| Mid Cap | 17.02% | 0% | -17.02% |
| Unclassified | 1.47% | 0% | -1.47% |
Quarter-over-quarter position changes