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 Cyclical | 65.9% | 0% | -65.9% |
| Consumer Defensive | 21.09% | 0% | -21.09% |
| Communication Services | 4.83% | 0% | -4.83% |
| Unclassified | 4.83% | 0% | -4.83% |
Quarter-over-quarter position changes
| Real Estate | 3.35% | 0% | -3.35% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 66.39% | 0% | -66.39% |
| Mega Cap | 18.94% | 0% | -18.94% |
| Mid Cap | 9.84% | 0% | -9.84% |
| Unclassified | 4.83% | 0% | -4.83% |