4387
MaggieFields12
Barrow EPF 2020
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 4 | AAPL | 2 | 122.48 | 138.93 | 1.62% | 278 | 0 | 33 |
| -4 | ATEN | 4 | 7.94 | 13.48 | -6.26% | 54 | 0 | 22 |
| 13 | COST | 2 | 374.19 | 485.76 | 1.35% | 972 | 0 | 223 |
| 9 | DG | 10 | 206.83 | 246.35 | 0.37% | 2,464 | 0 | 395 |
| 17 | DIS | 10 | 172.06 | 96.14 | 1.84% | 961 | 0 | -759 |
| 33 | ETSY | 5 | 168.10 | 79.81 | 9.02% | 399 | 0 | -441 |
| 1 | SA | 2 | 17.52 | 12.90 | 3.78% | 26 | 0 | -9 |
| 4 | SNA | 3 | 181.53 | 198.24 | 0.61% | 595 | 0 | 50 |
| 21 | TM | 16 | 149.60 | 155.47 | 0.84% | 2,488 | 0 | 94 |
| 5 | TMUS | 2 | 131.34 | 136.81 | 1.69% | 274 | -1 | 11 |
| 19 | Z | 10 | 123.58 | 33.67 | 6.05% | 337 | 0 | -899 |
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) |
|---|