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Summary
SectorTechnology
Instrument
SizeLarge
StyleGrowth
Total Shares42
Unrestricted Shares42
Endowment Shares0
Unrestricted Market Value$8,969.10
Endowment Market Value$0.00
Total Market Value$8,969.10
Portfolio Weight1.23%
Sector Weight8.58%
Performance
Dollar Gain$8,124.57
Total Percent Gain962.02%
Annualized Return24.54%
CAPM11.18%
Purchase History
Purchase Date10/2/2014
Purchase Price$19.87
Cost Basis$844.53
Years owned10.77
Comissions$0.00