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Summary
SectorTechnology
Instrument
SizeLarge
StyleGrowth
Total Shares42
Unrestricted Shares42
Endowment Shares0
Unrestricted Market Value$9,403.38
Endowment Market Value$0.00
Total Market Value$9,403.38
Portfolio Weight1.50%
Sector Weight12.64%
Performance
Dollar Gain$8,558.85
Total Percent Gain1013.45%
Annualized Return25.78%
CAPM11.54%
Purchase History
Purchase Date10/2/2014
Purchase Price$19.87
Cost Basis$844.53
Years owned10.51
Comissions$0.00