match
AmericanFunds
None
3578
AmericanFunds
High Valuation & Top of Class Companies
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
150 ABMD 70 411.71 351.82 0.61% 24,627 0 -4,193
-79 AGX 720 41.12 44.23 -0.25% 31,846 0 2,236
-775 ALGN 86 344.66 590.48 -1.50% 50,781 0 21,141
-125 ALRM 735 39.34 81.16 -0.21% 59,653 0 30,741
78 AM 980 30.02 11.45 0.70% 11,221 0 -18,204
-565 ANET 115 255.44 390.56 -1.24% 44,915 0 15,539
1,990 ATH 670 43.84 89.89 3.42% 60,226 0 30,850
41 BABA 157 186.66 177.68 0.15% 27,896 0 -1,410
308 BBY 395 75.10 118.38 0.66% 46,760 0 17,096
-596 CGNX 655 44.15 84.94 -1.06% 55,636 0 26,717
540 CO 3,000 9.39 4.54 4.13% 13,620 0 -14,550
-129 CORT 1,840 15.76 18.74 -0.37% 34,482 0 5,474
-63 EDU 3,150 9.37 2.39 -0.83% 7,528 0 -21,978
-332 EEFT 350 83.40 122.54 -0.77% 42,889 0 13,699
461 EGRX 795 74.60 52.30 1.12% 41,578 0 -17,728
1,357 EPAM 245 121.73 648.21 0.86% 158,811 0 128,986
-425 ESNT 817 35.70 49.03 -1.05% 40,058 0 10,887
112 FBNC 700 41.51 47.56 0.34% 33,292 0 4,235
177 FIVE 295 100.22 192.95 0.31% 56,920 0 27,355
679 HQY 390 75.33 67.61 2.64% 26,368 0 -3,011
-103 HTHT 684 42.73 48.40 -0.31% 33,106 0 3,875
-318 IPGP 136 216.42 161.76 -1.43% 21,999 0 -7,434
-610 LEA 150 198.05 169.72 -2.34% 25,458 0 -4,250
600 LGND 150 198.98 136.37 3.02% 20,456 0 -9,392
-126 LOAN 4,200 7.25 6.16 -0.48% 25,872 0 -4,578
0 LOGM 291 100.70 86.04 0.00% 25,038 0 -4,266
287 LRCX 172 170.68 557.09 0.30% 95,819 0 66,463
-90 MOMO 670 42.59 13.31 -1.00% 8,921 0 -19,614
-1,483 MPWR 220 134.87 510.76 -1.30% 112,367 0 82,696
-465 MRCY 775 37.68 52.72 -1.13% 40,858 0 11,656
0 NCOM 625 46.92 39.21 0.00% 24,506 0 -4,822
0 NTRI 775 37.70 42.89 0.00% 33,240 0 4,022
29 NVDA 120 239.11 227.16 0.11% 27,259 0 -1,434
2,289 NVMI 1,050 27.51 103.59 2.15% 108,769 0 79,879
953 ODFL 288 101.95 322.00 1.04% 92,736 0 63,373
-164 OSUR 1,635 17.18 10.88 -0.91% 17,789 0 -10,309
-95 PRLB 250 118.88 71.57 -0.53% 17,892 0 -11,826
195 PZN 3,250 9.41 10.86 0.56% 35,295 0 4,712
273 REGN 87 337.28 572.51 0.55% 49,808 0 20,465
328 SAFM 290 102.30 189.01 0.60% 54,813 0 25,144
32 SBUX 248 50.05 114.57 0.11% 28,413 4,006 16,000
-344 SILC 800 36.98 41.24 -1.03% 32,992 0 3,404
4,804 SIVB 100 292.15 753.18 6.81% 75,318 0 46,102
0 STMP 120 247.75 329.61 0.00% 39,553 0 9,823
230 SUPN 510 57.80 29.83 1.53% 15,213 0 -14,265
-558 SWKS 300 96.77 165.11 -1.11% 49,533 0 20,500
328 TCX 475 61.80 81.87 0.85% 38,888 0 9,533
1,934 TEAM 317 61.29 423.22 1.46% 134,161 9,631 114,730
1,254 TPL 40 705.67 1,272.37 2.53% 50,895 0 22,668
-921 TREX 940 31.24 94.77 -1.02% 89,084 0 59,716
-2,311 TTD 325 90.78 73.95 -8.77% 24,034 0 -5,470
0 UBNT 355 82.85 110.59 0.00% 39,259 0 9,846
103 UTHR 270 109.60 191.04 0.20% 51,581 0 21,989
-147 WB 330 88.45 50.27 -0.88% 16,591 0 -12,598
90 WLDN 950 30.50 33.62 0.28% 31,934 0 2,959
-824 YY 283 103.72 55.13 -5.01% 15,602 0 -13,752

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)