| Summary | |
|---|---|
| Sector | Technology |
| Instrument | |
| Size | Large |
| Style | Growth |
| Total Shares | 6 |
| Unrestricted Shares | 2 |
| Endowment Shares | 4 |
| Unrestricted Market Value | $431.04 |
| Endowment Market Value | $862.08 |
| Total Market Value | $1,293.12 |
| Portfolio Weight | 0.18% |
| Sector Weight | 1.33% |
| Performance | |
|---|---|
| Dollar Gain | $190.08 |
| Total Percent Gain | 17.23% |
| Annualized Return | 33.09% |
| CAPM | 11.42% |
| Purchase History | |
|---|---|
| Purchase Date | 11/26/2024 |
| Purchase Price | $183.84 |
| Cost Basis | $1,103.04 |
| Years owned | 0.56 |
| Comissions | $0.00 |