| Summary | |
|---|---|
| Sector | Financial |
| Instrument | |
| Size | Large |
| Style | Core |
| Total Shares | 108 |
| Unrestricted Shares | 48 |
| Endowment Shares | 60 |
| Unrestricted Market Value | $3,403.20 |
| Endowment Market Value | $4,254.00 |
| Total Market Value | $7,657.20 |
| Portfolio Weight | 1.09% |
| Sector Weight | 10.90% |
| Performance | |
|---|---|
| Dollar Gain | $1,351.08 |
| Total Percent Gain | 21.42% |
| Annualized Return | 18.42% |
| CAPM | 8.99% |
| Purchase History | |
|---|---|
| Purchase Date | 4/25/2024 |
| Purchase Price | $58.39 |
| Cost Basis | $6,306.12 |
| Years owned | 1.15 |
| Comissions | $0.00 |