| Summary | |
|---|---|
| Sector | Industrials |
| Instrument | |
| Size | Large |
| Style | Growth |
| Total Shares | 45 |
| Unrestricted Shares | 15 |
| Endowment Shares | 30 |
| Unrestricted Market Value | $6,027.15 |
| Endowment Market Value | $12,054.30 |
| Total Market Value | $18,081.45 |
| Portfolio Weight | 2.41% |
| Sector Weight | 35.61% |
| Performance | |
|---|---|
| Dollar Gain | $5,693.18 |
| Total Percent Gain | 45.96% |
| Annualized Return | 23.82% |
| CAPM | 10.95% |
| Purchase History | |
|---|---|
| Purchase Date | 2/13/2024 |
| Purchase Price | $275.30 |
| Cost Basis | $12,388.28 |
| Years owned | 1.77 |
| Comissions | $0.00 |