| Summary | |
|---|---|
| Sector | Consumer Staples |
| Instrument | |
| Size | Mid |
| Style | Growth |
| Total Shares | 450 |
| Unrestricted Shares | 180 |
| Endowment Shares | 270 |
| Unrestricted Market Value | $16,259.40 |
| Endowment Market Value | $24,389.10 |
| Total Market Value | $40,648.50 |
| Portfolio Weight | 4.97% |
| Sector Weight | 39.57% |
| Performance | |
|---|---|
| Dollar Gain | $23,427.00 |
| Total Percent Gain | 136.03% |
| Annualized Return | 45.89% |
| CAPM | 10.12% |
| Purchase History | |
|---|---|
| Purchase Date | 10/31/2023 |
| Purchase Price | $38.27 |
| Cost Basis | $17,221.50 |
| Years owned | 2.27 |
| Comissions | $0.00 |