match
AmericanFunds
None
3585
AmericanFunds
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
Payment Date Ex-Dividend Date Ticker Position Dividend Per Share Total Dividend (USD)