3585
AmericanFunds
50 High Growth Companies
1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
---|---|---|---|---|---|---|---|---|
911 | ALGN | 120 | 336.52 | 258.75 | 3.02% | 31,050 | 0 | -9,332 |
1,672 | AMZN | 400 | 84.11 | 116.67 | 3.72% | 46,668 | 0 | 13,024 |
0 | ANDV | 305 | 130.35 | 153.50 | 0.00% | 46,818 | 0 | 7,061 |
0 | BEAT | 660 | 44.73 | 1.39 | 0.00% | 917 | 4,558 | -28,601 |
0 | CRZO | 1,420 | 27.47 | 7.83 | 0.00% | 11,119 | 0 | -27,889 |
1,368 | CYBR | 243 | 62.74 | 142.80 | 4.10% | 34,700 | 1,921 | 19,455 |
-352 | DK | 800 | 49.48 | 25.00 | -1.73% | 20,000 | 0 | -19,588 |
-216 | DPZ | 140 | 279.00 | 396.54 | -0.39% | 55,516 | 0 | 16,456 |
0 | ECHO | 1,380 | 28.97 | 48.24 | 0.00% | 66,571 | 0 | 26,586 |
1,399 | EQT | 725 | 54.22 | 35.09 | 5.82% | 25,440 | 0 | -13,873 |
0 | ETFC | 655 | 60.59 | 49.26 | 0.00% | 32,265 | 0 | -7,421 |
128 | FANG | 305 | 130.66 | 119.70 | 0.35% | 36,508 | 0 | -3,341 |
252 | GIII | 900 | 43.78 | 22.05 | 1.29% | 19,845 | 0 | -19,562 |
-1,224 | GOGL | 4,450 | 8.39 | 11.43 | -2.35% | 50,864 | 0 | 13,506 |
507 | GOOS | 690 | 59.27 | 19.85 | 3.85% | 13,696 | 0 | -27,200 |
1,157 | GWRE | 445 | 89.22 | 77.92 | 3.45% | 34,674 | 0 | -5,028 |
37 | HQY | 533 | 74.15 | 66.81 | 0.10% | 35,610 | 0 | -3,912 |
1,277 | ISRG | 246 | 157.61 | 209.67 | 2.54% | 51,579 | 0 | 12,806 |
2,629 | JBL | 1,425 | 27.23 | 54.68 | 3.49% | 77,919 | 0 | 39,109 |
961 | KFY | 645 | 61.59 | 57.25 | 2.67% | 36,926 | 0 | -2,799 |
921 | LEN | 755 | 52.10 | 71.93 | 1.73% | 54,307 | 0 | 14,972 |
2,208 | LULU | 320 | 124.98 | 293.36 | 2.41% | 93,875 | 0 | 53,880 |
0 | MEET | 8,000 | 4.42 | 6.29 | 0.00% | 50,320 | 0 | 14,960 |
367 | MMYT | 1,111 | 35.55 | 27.01 | 1.24% | 30,008 | 0 | -9,488 |
616 | NEWR | 395 | 100.30 | 54.08 | 2.97% | 21,362 | 0 | -18,257 |
1,515 | NVDA | 170 | 233.61 | 171.26 | 5.49% | 29,114 | 0 | -10,600 |
1,480 | OLLI | 550 | 71.55 | 63.43 | 4.43% | 34,886 | 0 | -4,466 |
679 | PATK | 700 | 57.15 | 52.93 | 1.87% | 37,051 | 0 | -2,954 |
0 | PE | 1,300 | 29.98 | 16.93 | 0.00% | 22,009 | 0 | -16,965 |
1,001 | PII | 325 | 121.31 | 107.57 | 2.95% | 34,960 | 0 | -4,467 |
2,664 | PLAY | 830 | 47.34 | 35.73 | 9.87% | 29,656 | 0 | -9,632 |
-2,614 | SBLK | 3,075 | 12.85 | 24.26 | -3.39% | 74,600 | 0 | 35,070 |
235 | SFIX | 1,425 | 26.58 | 6.18 | 2.74% | 8,806 | 0 | -29,077 |
1,973 | SIVB | 137 | 287.20 | 415.52 | 3.59% | 56,926 | 0 | 17,579 |
2,380 | SQ | 645 | 60.43 | 71.00 | 5.48% | 45,795 | 0 | 6,818 |
58 | TDOC | 48 | 57.57 | 37.17 | 3.36% | 1,784 | 39,711 | -979 |
0 | TECD | 364 | 81.33 | 144.90 | 0.00% | 52,744 | 3,256 | 23,138 |
-342 | TX | 1,140 | 34.51 | 37.67 | -0.79% | 42,944 | 0 | 3,602 |
68 | UPLD | 1,140 | 34.16 | 15.76 | 0.38% | 17,966 | 0 | -20,976 |
1,064 | YY | 400 | 98.45 | 32.62 | 8.88% | 13,048 | 0 | -26,332 |
1,664 | ZUMZ | 1,600 | 24.62 | 28.53 | 3.78% | 45,648 | 0 | 6,248 |
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 |
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Payment Date | Ex-Dividend Date | Ticker | Position | Dividend Per Share | Total Dividend (USD) |
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