Get the composition of our in-house portfolios

All portfolios and performance
Portfolio Ref: EQ3010LO2W
Performance in the last:
Follow this Portfolio
1D -1.2 %
1W -1.9 %
2W -1.2 %
1M 0.3 %
3M 2.3 %
6M 1.2 %
9M -3.1 %
1Y -1.2 %
Alpha
-7.0%
Beta
0.28
sharpe-R
-0.07
Benchmark
SP500 (SPDR S&P 500 ETF Trust)
sharpe-R Benchmark
1.69
The portfolio metrics Alpha, Beta and Sharpe Ratio are computed using a risk free rate of 0%.
Other Information
Calculation Frequency Daily
Latest Valuation Time 2025-02-04 07:49:57
Launch Date 2023-01-01 00:00:00
First Valuation Date 2021-01-01 00:00:00
Max. DrawDown -10.38%
Max. DrawDown Benchmark -8.41%

This Long Only strategy aims to find promising assets to invest in for a maximum holding period of 2 Weeks in the Equity asset class. This portfolio focuses only on companies in the Consumer Staples sector. The maximum number of assets that can be allocated in this strategy is 10.

The assets selection in this portfolio is based on: Pattern-Driven Strategy.
Please note that all model portfolios assume that the entry price for each trade is the previous close price.

Portfolio Performance against the market Benchmark

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Risk Level
3
Difficulty Level
2

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Follow the portfolio and you will get notified for every change in the composition of the portfolio

Current Portfolio Composition

Asset Asset Class Action Weight PnL
SAM The Boston Beer Company, Inc. Equity Buy 9.4% -2.95%
DAR Darling Ingredients Inc. Equity Buy 10% -0.87%
FARM Farmer Bros. Co. Equity Buy 10.26% 1.69%
FCEL FuelCell Energy, Inc. Equity Buy 9.44% -6.44%
KAVL Kaival Brands Innovations Group, Inc. Equity Buy 9.75% -2.1%
The percentage of cash held in the portfolio is: 51.16%
** The description of each asset is available Here

The latest 5 Compositions change

2025-02-04 00:00:00 : Portfolio change date
Asset Action Weight PnL
SAM The Boston Beer Company, Inc. Buy 9.4% -2.95%
DAR Darling Ingredients Inc. Buy 10% -0.87%
FARM Farmer Bros. Co. Buy 10.26% 1.69%
FCEL FuelCell Energy, Inc. Buy 9.44% -6.44%
KAVL Kaival Brands Innovations Group, Inc. Buy 9.75% -2.1%
The percentage of cash held in the portfolio is: 51.16%
New Assets Added
None
Assets Removed
Asset Action Perf %
CELH Sell All -7.84%
Assets Rebalanced
None
2025-02-03 00:00:00 : Portfolio change date
Asset Action Weight PnL
SAM The Boston Beer Company, Inc. Buy 9.43% -1.36%
CELH Celsius Holdings, Inc. Buy 9.66% -3.1%
DAR Darling Ingredients Inc. Buy 10.18% 2.21%
FARM Farmer Bros. Co. Buy 9.68% -2.81%
FCEL FuelCell Energy, Inc. Buy 9.85% -1.16%
KAVL Kaival Brands Innovations Group, Inc. Buy 9.84% 0%
The percentage of cash held in the portfolio is: 41.35%
New Assets Added
  • KAVL
Assets Removed
Asset Action Perf %
USNA Sell All -6.57%
Assets Rebalanced
None
2025-01-31 00:00:00 : Portfolio change date
Asset Action Weight PnL
SAM The Boston Beer Company, Inc. Buy 9.46% 0.21%
CELH Celsius Holdings, Inc. Buy 9.84% 0%
DAR Darling Ingredients Inc. Buy 9.84% 0%
FARM Farmer Bros. Co. Buy 9.84% 0%
USNA USANA Health Sciences, Inc. Buy 9.84% 0%
FCEL FuelCell Energy, Inc. Buy 9.84% 0%
The percentage of cash held in the portfolio is: 41.35%
New Assets Added
  • CELH
  • DAR
  • FARM
  • USNA
  • FCEL
Assets Removed
None
Assets Rebalanced
None
2025-01-30 00:00:00 : Portfolio change date
Asset Action Weight PnL
SAM The Boston Beer Company, Inc. Buy 9.31% -1.56%
The percentage of cash held in the portfolio is: 90.69%
New Assets Added
None
Assets Removed
Asset Action Perf %
DAR Sell All -3.66%
SPTN Sell All 1.71%
STKL Sell All 0%
Assets Rebalanced
None
2025-01-29 00:00:00 : Portfolio change date
Asset Action Weight PnL
SPTN SpartanNash Company Buy 9.57% 0.17%
STKL SunOpta Inc. Buy 9.42% -1.33%
DAR Darling Ingredients Inc. Buy 9.25% -2.27%
SAM The Boston Beer Company, Inc. Buy 9.39% -0.75%
The percentage of cash held in the portfolio is: 62.36%
New Assets Added
None
Assets Removed
Asset Action Perf %
UNFI Sell All 8.24%
NGVC Sell All 7.85%
CHD Sell All 2.14%
BDC Sell All -0.16%
RFIL Sell All 14.72%
Assets Rebalanced
None
2025-01-28 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 10% 4.14%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.27% 6.95%
CHD Church & Dwight Co., Inc. Buy 9.98% 3.9%
BDC Belden Inc. Buy 9.45% -1.62%
RFIL RF Industries, Ltd. Buy 10.64% 10.79%
SPTN SpartanNash Company Buy 9.68% 0.83%
STKL SunOpta Inc. Buy 9.52% -0.8%
DAR Darling Ingredients Inc. Buy 9.43% -0.86%
SAM The Boston Beer Company, Inc. Buy 9.51% 0%
The percentage of cash held in the portfolio is: 11.51%
New Assets Added
  • SAM
Assets Removed
Asset Action Perf %
BMI Sell All -1.03%
Assets Rebalanced
None
2025-01-27 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 9.92% 3.39%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.21% 6.46%
CHD Church & Dwight Co., Inc. Buy 9.68% 0.92%
BDC Belden Inc. Buy 10% 4.2%
BMI Badger Meter, Inc. Buy 9.62% 0.31%
RFIL RF Industries, Ltd. Buy 10.69% 11.42%
SPTN SpartanNash Company Buy 9.47% -1.27%
STKL SunOpta Inc. Buy 9.4% -1.99%
DAR Darling Ingredients Inc. Buy 9.51% 0%
The percentage of cash held in the portfolio is: 11.51%
New Assets Added
  • DAR
Assets Removed
None
Assets Rebalanced
None
2025-01-24 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 9.45% -1.61%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.24% 6.57%
CHD Church & Dwight Co., Inc. Buy 9.7% 0.96%
BDC Belden Inc. Buy 10.02% 4.36%
BMI Badger Meter, Inc. Buy 10.03% 4.4%
RFIL RF Industries, Ltd. Buy 10.83% 12.69%
SPTN SpartanNash Company Buy 9.44% -1.71%
STKL SunOpta Inc. Buy 9.26% -3.59%
The percentage of cash held in the portfolio is: 21.04%
New Assets Added
None
Assets Removed
Asset Action Perf %
CALM Sell All -1.8%
Assets Rebalanced
None
2025-01-23 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 9.47% -2.5%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.13% 4.28%
CHD Church & Dwight Co., Inc. Buy 9.84% 1.35%
BDC Belden Inc. Buy 10.21% 5.18%
BMI Badger Meter, Inc. Buy 10.11% 4.15%
RFIL RF Industries, Ltd. Buy 10.06% 3.55%
SPTN SpartanNash Company Buy 9.5% -2.09%
CALM Cal-Maine Foods, Inc. Buy 9.66% -0.43%
STKL SunOpta Inc. Buy 9.28% -4.38%
The percentage of cash held in the portfolio is: 11.74%
New Assets Added
None
Assets Removed
Asset Action Perf %
ACU Sell All 0.33%
Assets Rebalanced
None
2025-01-16 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 9.78% 0.82%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.05% 3.59%
CHD Church & Dwight Co., Inc. Buy 9.54% -1.75%
BDC Belden Inc. Buy 9.81% 1.11%
BMI Badger Meter, Inc. Buy 9.89% 1.92%
RFIL RF Industries, Ltd. Buy 10.12% 4.31%
SPTN SpartanNash Company Buy 9.7% 0%
CALM Cal-Maine Foods, Inc. Buy 9.7% 0%
STKL SunOpta Inc. Buy 9.7% 0%
ACU Acme United Corporation Buy 9.7% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • SPTN
  • CALM
  • STKL
  • ACU
Assets Removed
None
Assets Rebalanced
None
2025-01-15 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 9.8% 0%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 9.8% 0%
CHD Church & Dwight Co., Inc. Buy 9.8% 0%
BDC Belden Inc. Buy 9.8% 0%
BMI Badger Meter, Inc. Buy 9.8% 0%
RFIL RF Industries, Ltd. Buy 9.8% 0%
The percentage of cash held in the portfolio is: 41.2%
New Assets Added
  • UNFI
  • NGVC
  • CHD
  • BDC
  • BMI
  • RFIL
Assets Removed
None
Assets Rebalanced
None
2024-12-18 00:00:00 : Portfolio change date
No Asset in the portfolio
The percentage of cash held in the portfolio is: 100%
New Assets Added
None
Assets Removed
Asset Action Perf %
DIT Sell All -4.9%
Assets Rebalanced
None
2024-12-16 00:00:00 : Portfolio change date
Asset Action Weight PnL
DIT AMCON Distributing Company Buy 10.35% -2.08%
The percentage of cash held in the portfolio is: 89.65%
New Assets Added
None
Assets Removed
Asset Action Perf %
HFFG Sell All 0.93%
OESX Sell All 0%
Assets Rebalanced
None
2024-12-10 00:00:00 : Portfolio change date
Asset Action Weight PnL
HFFG HF Foods Group Inc. Buy 10.7% 1.19%
OESX Orion Energy Systems, Inc. Buy 10.57% 0%
DIT AMCON Distributing Company Buy 10.27% -2.8%
The percentage of cash held in the portfolio is: 68.46%
New Assets Added
None
Assets Removed
Asset Action Perf %
POWL Sell All -11.65%
Assets Rebalanced
None
2024-12-09 00:00:00 : Portfolio change date
Asset Action Weight PnL
HFFG HF Foods Group Inc. Buy 10.45% 0.4%
OESX Orion Energy Systems, Inc. Buy 10.53% 1.19%
DIT AMCON Distributing Company Buy 10.81% 3.85%
POWL Powell Industries, Inc. Buy 10% -3.9%
The percentage of cash held in the portfolio is: 58.21%
New Assets Added
None
Assets Removed
Asset Action Perf %
WMK Sell All -1.79%
Assets Rebalanced
None
2024-12-06 00:00:00 : Portfolio change date
Asset Action Weight PnL
WMK Weis Markets, Inc. Buy 8.85% -0.96%
HFFG HF Foods Group Inc. Buy 10.29% -1.19%
OESX Orion Energy Systems, Inc. Buy 10.41% 0%
DIT AMCON Distributing Company Buy 10.81% 3.85%
POWL Powell Industries, Inc. Buy 10.18% -2.23%
The percentage of cash held in the portfolio is: 49.47%
New Assets Added
None
Assets Removed
Asset Action Perf %
KE Sell All -1.94%
MNST Sell All -1.63%
HSY Sell All -0.26%
ALCO Sell All 5.02%
Assets Rebalanced
None
2024-12-05 00:00:00 : Portfolio change date
Asset Action Weight PnL
MNST Monster Beverage Corporation Buy 9.14% -0.43%
HSY The Hershey Company Buy 9.34% 1.67%
ALCO Alico, Inc. Buy 9.4% 2.36%
KE Kimball Electronics, Inc. Buy 9.19% 0.1%
WMK Weis Markets, Inc. Buy 8.84% -0.52%
HFFG HF Foods Group Inc. Buy 10.42% 0.66%
OESX Orion Energy Systems, Inc. Buy 10.6% 2.38%
DIT AMCON Distributing Company Buy 10.35% -0.01%
POWL Powell Industries, Inc. Buy 10.35% 0%
The percentage of cash held in the portfolio is: 12.35%
New Assets Added
  • POWL
Assets Removed
None
Assets Rebalanced
None
2024-12-04 00:00:00 : Portfolio change date
Asset Action Weight PnL
MNST Monster Beverage Corporation Buy 9.24% 0.39%
HSY The Hershey Company Buy 9.44% 2.59%
ALCO Alico, Inc. Buy 9.38% 1.98%
KE Kimball Electronics, Inc. Buy 9.29% 0.97%
WMK Weis Markets, Inc. Buy 8.9% 0.04%
HFFG HF Foods Group Inc. Buy 10.25% -1.19%
OESX Orion Energy Systems, Inc. Buy 10.37% 0%
DIT AMCON Distributing Company Buy 10.37% 0%
The percentage of cash held in the portfolio is: 22.75%
New Assets Added
  • DIT
Assets Removed
None
Assets Rebalanced
None
2024-12-02 00:00:00 : Portfolio change date
Asset Action Weight PnL
MNST Monster Beverage Corporation Buy 9.38% 2.13%
HSY The Hershey Company Buy 9.25% 0.67%
ALCO Alico, Inc. Buy 9.37% 1.98%
KE Kimball Electronics, Inc. Buy 9.21% 0.31%
WMK Weis Markets, Inc. Buy 9.03% 1.6%
HFFG HF Foods Group Inc. Buy 10.35% 0%
OESX Orion Energy Systems, Inc. Buy 10.35% 0%
The percentage of cash held in the portfolio is: 33.06%
New Assets Added
  • HFFG
  • OESX
Assets Removed
None
Assets Rebalanced
None
2024-11-29 00:00:00 : Portfolio change date
Asset Action Weight PnL
MNST Monster Beverage Corporation Buy 9.41% 2.15%
HSY The Hershey Company Buy 9.16% -0.49%
ALCO Alico, Inc. Buy 9.34% 1.45%
KE Kimball Electronics, Inc. Buy 9.14% -0.72%
WMK Weis Markets, Inc. Buy 9.04% 1.55%
The percentage of cash held in the portfolio is: 53.91%
New Assets Added
None
Assets Removed
Asset Action Perf %
NAII Sell All NA
FCEL Sell All NA
Assets Rebalanced
None
2024-11-28 00:00:00 : Portfolio change date
Asset Action Weight PnL
NAII Natural Alternatives International, Inc. Buy 9.6% 0.66%
FCEL FuelCell Energy, Inc. Buy 14.66% 53.78%
MNST Monster Beverage Corporation Buy 9.41% 2.15%
HSY The Hershey Company Buy 9.16% -0.49%
ALCO Alico, Inc. Buy 9.34% 1.45%
KE Kimball Electronics, Inc. Buy 9.14% -0.72%
WMK Weis Markets, Inc. Buy 9.04% 1.55%
The percentage of cash held in the portfolio is: 29.64%
New Assets Added
None
Assets Removed
Asset Action Perf %
SJM Sell All 5.44%
Assets Rebalanced
None
2024-11-27 00:00:00 : Portfolio change date
Asset Action Weight PnL
NAII Natural Alternatives International, Inc. Buy 9.08% -5.3%
FCEL FuelCell Energy, Inc. Buy 14.63% 52.64%
SJM The J. M. Smucker Company Buy 10.09% 7.31%
MNST Monster Beverage Corporation Buy 9.4% 1.57%
HSY The Hershey Company Buy 9.17% -0.95%
ALCO Alico, Inc. Buy 9.48% 2.44%
KE Kimball Electronics, Inc. Buy 9.16% -1.07%
WMK Weis Markets, Inc. Buy 9.12% 1.86%
The percentage of cash held in the portfolio is: 19.88%
New Assets Added
None
Assets Removed
Asset Action Perf %
HLF Sell All -7.06%
PLPC Sell All 1.06%
Assets Rebalanced
None
2024-11-25 00:00:00 : Portfolio change date
Asset Action Weight PnL
NAII Natural Alternatives International, Inc. Buy 9.24% -7.06%
FCEL FuelCell Energy, Inc. Buy 11.75% 18.12%
SJM The J. M. Smucker Company Buy 9.88% 1.24%
MNST Monster Beverage Corporation Buy 9.62% 0.15%
HSY The Hershey Company Buy 9.6% -0.08%
ALCO Alico, Inc. Buy 9.66% 0.61%
HLF Herbalife Nutrition Ltd. Buy 9.51% -0.94%
KE Kimball Electronics, Inc. Buy 9.68% 0.77%
PLPC Preformed Line Products Company Buy 9.77% 1.7%
WMK Weis Markets, Inc. Buy 9.29% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • WMK
Assets Removed
Asset Action Perf %
FARM Sell All -1.41%
Assets Rebalanced
None
2024-11-22 00:00:00 : Portfolio change date
Asset Action Weight PnL
FARM Farmer Bros. Co. Buy 9.36% -1.41%
NAII Natural Alternatives International, Inc. Buy 9.39% -6.18%
FCEL FuelCell Energy, Inc. Buy 11.3% 12.98%
SJM The J. M. Smucker Company Buy 9.99% 1.77%
MNST Monster Beverage Corporation Buy 9.66% 0%
HSY The Hershey Company Buy 9.66% 0%
ALCO Alico, Inc. Buy 9.66% 0%
HLF Herbalife Nutrition Ltd. Buy 9.66% 0%
KE Kimball Electronics, Inc. Buy 9.66% 0%
PLPC Preformed Line Products Company Buy 9.66% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • MNST
  • HSY
  • ALCO
  • HLF
  • KE
  • PLPC
Assets Removed
Asset Action Perf %
ELF Sell All 5.51%
Assets Rebalanced
None
2024-11-21 00:00:00 : Portfolio change date
Asset Action Weight PnL
ELF e.l.f. Beauty, Inc. Buy 9.76% 2.52%
FARM Farmer Bros. Co. Buy 8.91% -6.1%
NAII Natural Alternatives International, Inc. Buy 9.77% -2.43%
FCEL FuelCell Energy, Inc. Buy 11.79% 17.83%
SJM The J. M. Smucker Company Buy 9.83% 0.15%
The percentage of cash held in the portfolio is: 49.94%
New Assets Added
None
Assets Removed
Asset Action Perf %
NATR Sell All 12.52%
ACU Sell All -1.66%
POWL Sell All -16.19%
Assets Rebalanced
None
2024-11-20 00:00:00 : Portfolio change date
Asset Action Weight PnL
NATR Nature's Sunshine Products, Inc. Buy 10.59% 12.31%
ACU Acme United Corporation Buy 9.31% -1.26%
ELF e.l.f. Beauty, Inc. Buy 9.9% 4.86%
FARM Farmer Bros. Co. Buy 8.62% -8.45%
NAII Natural Alternatives International, Inc. Buy 9.36% -5.74%
FCEL FuelCell Energy, Inc. Buy 11.27% 13.55%
SJM The J. M. Smucker Company Buy 9.74% 0%
POWL Powell Industries, Inc. Buy 9.74% 0%
The percentage of cash held in the portfolio is: 21.47%
New Assets Added
  • SJM
  • POWL
Assets Removed
Asset Action Perf %
BDC Sell All 0.15%
Assets Rebalanced
None
2024-11-19 00:00:00 : Portfolio change date
Asset Action Weight PnL
BDC Belden Inc. Buy 9.74% -0.14%
NATR Nature's Sunshine Products, Inc. Buy 10.48% 11.6%
ACU Acme United Corporation Buy 9.3% -1.02%
ELF e.l.f. Beauty, Inc. Buy 9.93% 5.68%
FARM Farmer Bros. Co. Buy 8.71% -7.04%
NAII Natural Alternatives International, Inc. Buy 9.4% -4.86%
FCEL FuelCell Energy, Inc. Buy 11.43% 15.69%
The percentage of cash held in the portfolio is: 31.01%
New Assets Added
None
Assets Removed
Asset Action Perf %
KAVL Sell All -4.09%
FIZZ Sell All -0.8%
COTY Sell All -5.35%
Assets Rebalanced
None
2024-11-15 00:00:00 : Portfolio change date
Asset Action Weight PnL
FIZZ National Beverage Corp. Buy 9.84% 1.8%
BDC Belden Inc. Buy 9.77% 1.11%
NATR Nature's Sunshine Products, Inc. Buy 10.47% 12.52%
ACU Acme United Corporation Buy 9.4% 1%
ELF e.l.f. Beauty, Inc. Buy 9.87% 6.07%
FARM Farmer Bros. Co. Buy 8.98% -3.29%
KAVL Kaival Brands Innovations Group, Inc. Buy 11.16% -1.08%
COTY Coty Inc. Buy 8.93% 1.61%
NAII Natural Alternatives International, Inc. Buy 9.79% 0%
FCEL FuelCell Energy, Inc. Buy 9.79% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • NAII
  • FCEL
Assets Removed
Asset Action Perf %
PLPC Sell All 9.9%
Assets Rebalanced
None
2024-11-14 00:00:00 : Portfolio change date
Asset Action Weight PnL
FIZZ National Beverage Corp. Buy 10% 4.03%
PLPC Preformed Line Products Company Buy 10.71% 11.41%
BDC Belden Inc. Buy 9.84% 2.34%
NATR Nature's Sunshine Products, Inc. Buy 10.39% 12.24%
ACU Acme United Corporation Buy 9.35% 0.97%
ELF e.l.f. Beauty, Inc. Buy 9.81% 5.94%
FARM Farmer Bros. Co. Buy 8.89% -3.76%
KAVL Kaival Brands Innovations Group, Inc. Buy 11.46% 2.15%
COTY Coty Inc. Buy 8.64% -1.2%
The percentage of cash held in the portfolio is: 10.91%
New Assets Added
None
Assets Removed
Asset Action Perf %
ANDE Sell All -4.09%
Assets Rebalanced
None
2024-11-13 00:00:00 : Portfolio change date
Asset Action Weight PnL
FIZZ National Beverage Corp. Buy 9.94% 4.88%
PLPC Preformed Line Products Company Buy 10.69% 12.87%
BDC Belden Inc. Buy 9.9% 4.51%
ANDE The Andersons, Inc. Buy 8.79% -3.7%
NATR Nature's Sunshine Products, Inc. Buy 10.54% 15.54%
ACU Acme United Corporation Buy 9.06% -0.74%
ELF e.l.f. Beauty, Inc. Buy 10.33% 13.15%
FARM Farmer Bros. Co. Buy 8.85% -2.82%
KAVL Kaival Brands Innovations Group, Inc. Buy 11.3% 2.15%
COTY Coty Inc. Buy 8.62% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • COTY
Assets Removed
Asset Action Perf %
LMNR Sell All -5.95%
Assets Rebalanced
None
2024-11-12 00:00:00 : Portfolio change date
Asset Action Weight PnL
FIZZ National Beverage Corp. Buy 9.71% 4.23%
PLPC Preformed Line Products Company Buy 10.66% 14.42%
BDC Belden Inc. Buy 9.95% 6.84%
ANDE The Andersons, Inc. Buy 8.91% -0.72%
LMNR Limoneira Company Buy 8.83% -1.63%
NATR Nature's Sunshine Products, Inc. Buy 11% 22.57%
ACU Acme United Corporation Buy 8.99% 0.24%
ELF e.l.f. Beauty, Inc. Buy 10.37% 15.58%
FARM Farmer Bros. Co. Buy 8.7% -2.82%
KAVL Kaival Brands Innovations Group, Inc. Buy 10.88% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • KAVL
Assets Removed
Asset Action Perf %
WMK Sell All 17.41%
Assets Rebalanced
None

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Market Overview

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