| Summary | |
|---|---|
| Sector | Consumer Staples |
| Instrument | |
| Size | Small |
| Style | Growth |
| Total Shares | 690 |
| Unrestricted Shares | 300 |
| Endowment Shares | 390 |
| Unrestricted Market Value | $7,452.00 |
| Endowment Market Value | $9,687.60 |
| Total Market Value | $17,139.60 |
| Portfolio Weight | 2.73% |
| Sector Weight | 17.30% |
| Performance | |
|---|---|
| Dollar Gain | $2,056.20 |
| Total Percent Gain | 13.63% |
| Annualized Return | 26.87% |
| CAPM | 9.59% |
| Purchase History | |
|---|---|
| Purchase Date | 9/19/2024 |
| Purchase Price | $21.86 |
| Cost Basis | $15,083.40 |
| Years owned | 0.54 |
| Comissions | $0.00 |