| Summary | |
|---|---|
| Sector | Consumer Staples |
| Instrument | |
| Size | Mid |
| Style | Growth |
| Total Shares | 450 |
| Unrestricted Shares | 180 |
| Endowment Shares | 270 |
| Unrestricted Market Value | $14,344.20 |
| Endowment Market Value | $21,516.30 |
| Total Market Value | $35,860.50 |
| Portfolio Weight | 4.74% |
| Sector Weight | 31.65% |
| Performance | |
|---|---|
| Dollar Gain | $18,639.00 |
| Total Percent Gain | 108.23% |
| Annualized Return | 48.08% |
| CAPM | 12.31% |
| Purchase History | |
|---|---|
| Purchase Date | 10/31/2023 |
| Purchase Price | $38.27 |
| Cost Basis | $17,221.50 |
| Years owned | 1.87 |
| Comissions | $0.00 |