| Summary | |
|---|---|
| Sector | Industrials |
| Instrument | |
| Size | Mixed |
| Style | Core |
| Total Shares | 100 |
| Unrestricted Shares | 35 |
| Endowment Shares | 65 |
| Unrestricted Market Value | $1,443.40 |
| Endowment Market Value | $2,680.60 |
| Total Market Value | $4,124.00 |
| Portfolio Weight | 0.55% |
| Sector Weight | 8.12% |
| Performance | |
|---|---|
| Dollar Gain | -$1,114.00 |
| Total Percent Gain | -21.27% |
| Annualized Return | -19.96% |
| CAPM | 13.49% |
| Purchase History | |
|---|---|
| Purchase Date | 10/24/2024 |
| Purchase Price | $52.38 |
| Cost Basis | $5,238.00 |
| Years owned | 1.07 |
| Comissions | $0.00 |