| Summary | |
|---|---|
| Sector | Consumer Staples |
| Instrument | |
| Size | Large |
| Style | Growth |
| Total Shares | 15 |
| Unrestricted Shares | 4 |
| Endowment Shares | 11 |
| Unrestricted Market Value | $3,860.32 |
| Endowment Market Value | $10,615.88 |
| Total Market Value | $14,476.20 |
| Portfolio Weight | 2.30% |
| Sector Weight | 14.61% |
| Performance | |
|---|---|
| Dollar Gain | $6,509.85 |
| Total Percent Gain | 81.72% |
| Annualized Return | 22.72% |
| CAPM | 9.70% |
| Purchase History | |
|---|---|
| Purchase Date | 5/5/2022 |
| Purchase Price | $541.57 |
| Cost Basis | $7,966.35 |
| Years owned | 2.92 |
| Comissions | $0.00 |