Portfolio

Performance

Portfolio analytics and position attribution.

NAV
$100,014
Total Return
+0.0%
Positions
9
Cash
76.2%

NAV History

$98k$100k$102kFeb 24Feb 24

Sector Allocation

Technology 12.0%
Financial 8.3%
Consumer 3.6%
Cash 76.2%

Position Attribution

Ticker CompanyWeight EntryCurrentReturn Status
BKNGBooking Holdings Inc.3.6%$4039.30$4077.85+0.9%open
DDOGDatadog, Inc.3.5%$102.61$102.610.0%open
BRK.BBerkshire Hathaway Inc.3.0%$498.20$493.81-0.9%open
VVisa Inc.3.0%$304.83$304.830.0%open
GTLBGitLab Inc.2.3%$25.18$25.180.0%open
PYPLPayPal Holdings, Inc.2.3%$47.23$47.230.0%open
AMZNAmazon.com, Inc.2.1%$208.56$209.18+0.3%open
TWLOTwilio Inc.2.1%$113.98$113.980.0%open
ADSKAutodesk, Inc.2.0%$224.28$224.280.0%open
MRNAModerna, Inc.0.0%$51.09$51.090.0%closed