| Summary | |
|---|---|
| Sector | Industrials |
| Instrument | |
| Size | Large |
| Style | Growth |
| Total Shares | 45 |
| Unrestricted Shares | 15 |
| Endowment Shares | 30 |
| Unrestricted Market Value | $4,824.15 |
| Endowment Market Value | $9,648.30 |
| Total Market Value | $14,472.45 |
| Portfolio Weight | 1.91% |
| Sector Weight | 27.54% |
| Performance | |
|---|---|
| Dollar Gain | $2,197.35 |
| Total Percent Gain | 17.90% |
| Annualized Return | 22.43% |
| CAPM | 10.47% |
| Purchase History | |
|---|---|
| Purchase Date | 11/19/2024 |
| Purchase Price | $272.78 |
| Cost Basis | $12,275.10 |
| Years owned | 0.81 |
| Comissions | $0.00 |