| Summary | |
|---|---|
| Sector | Technology |
| Instrument | |
| Size | Large |
| Style | Growth |
| Total Shares | 30 |
| Unrestricted Shares | 10 |
| Endowment Shares | 20 |
| Unrestricted Market Value | $5,056.40 |
| Endowment Market Value | $10,112.80 |
| Total Market Value | $15,169.20 |
| Portfolio Weight | 2.00% |
| Sector Weight | 13.06% |
| Performance | |
|---|---|
| Dollar Gain | $8,055.90 |
| Total Percent Gain | 113.25% |
| Annualized Return | 29.82% |
| CAPM | 10.24% |
| Purchase History | |
|---|---|
| Purchase Date | 10/19/2022 |
| Purchase Price | $237.11 |
| Cost Basis | $7,113.30 |
| Years owned | 2.90 |
| Comissions | $0.00 |