match
ss218145
None
3803
ss218145
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-2,599 HDV 1,744 75.45 104.10 -1.41% 181,550 7,737 49,966
570 ICF 2,712 45.79 62.06 0.34% 168,307 0 44,111
1,496 IHF 752 175.26 255.97 0.78% 192,489 7,619 60,693
-682 USMV 2,434 56.23 69.87 -0.40% 170,064 5,509 33,207
-2,718 VDC 957 143.27 181.67 -1.54% 173,858 5,245 36,745
-1,771 VIG 1,274 107.60 145.25 -0.95% 185,048 5,773 47,970
-706 VNQ 1,909 70.24 94.28 -0.39% 179,981 3,403 45,898
-3,172 XLP 2,459 56.89 70.54 -1.80% 173,458 1,320 33,554
-324 XLU 2,316 54.74 71.55 -0.20% 165,710 0 38,932

Performance

Performance

Risk-Adjusted Excess Return

Sharpe Ratio

Rolling 5-Day Volatilities

Daily 5% Value-at-Risk (VaR)

Rolling Betas

Action Type Time Symbol Quantity Price Limit Status
Payment Date Ex-Dividend Date Ticker Position Dividend Per Share Total Dividend (USD)