| Summary | |
|---|---|
| Sector | Industrials |
| Instrument | |
| Size | Large |
| Style | Growth |
| Total Shares | 45 |
| Unrestricted Shares | 15 |
| Endowment Shares | 30 |
| Unrestricted Market Value | $4,606.80 |
| Endowment Market Value | $9,213.60 |
| Total Market Value | $13,820.40 |
| Portfolio Weight | 1.97% |
| Sector Weight | 27.05% |
| Performance | |
|---|---|
| Dollar Gain | $1,545.30 |
| Total Percent Gain | 12.59% |
| Annualized Return | 22.77% |
| CAPM | 10.41% |
| Purchase History | |
|---|---|
| Purchase Date | 11/19/2024 |
| Purchase Price | $272.78 |
| Cost Basis | $12,275.10 |
| Years owned | 0.58 |
| Comissions | $0.00 |