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Summary
SectorTechnology
Instrument
SizeLarge
StyleGrowth
Total Shares42
Unrestricted Shares42
Endowment Shares0
Unrestricted Market Value$11,667.60
Endowment Market Value$0.00
Total Market Value$11,667.60
Portfolio Weight1.43%
Sector Weight8.79%
Performance
Dollar Gain$10,823.07
Total Percent Gain1281.55%
Annualized Return26.01%
CAPM10.53%
Purchase History
Purchase Date10/2/2014
Purchase Price$19.87
Cost Basis$844.53
Years owned11.36
Comissions$0.00