match
Mcleanra
None
4601
Mcleanra
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
231 AAPL 40 171.03 149.56 4.02% 5,982 0 -859
496 ADBE 25 643.57 428.44 4.86% 10,711 0 -5,378
187 AMC 85 30.97 14.43 17.99% 1,227 -174 -1,406
7 BAC 20 44.44 37.02 0.95% 740 0 -148
58 BBY 30 106.57 84.00 2.38% 2,520 0 -677
56 DAL 40 38.26 42.23 3.43% 1,689 0 159
112 DIA 20 349.53 332.06 1.72% 6,641 0 -350
15 F 30 19.82 13.62 3.81% 409 0 -186
147 FDX 20 238.32 219.65 3.47% 4,393 0 -374
63 GM 55 61.36 38.56 3.05% 2,121 0 -1,254
16 JNJ 10 158.36 181.07 0.90% 1,811 0 227
29 KMI 90 16.13 19.94 1.63% 1,795 0 343
4 KO 10 52.75 64.68 0.59% 647 0 119
75 MCD 20 257.07 251.83 1.51% 5,037 0 -105
30 NKE 10 167.19 115.95 2.67% 1,160 0 -512
11 NVO 10 106.57 107.74 1.07% 1,077 0 12
25 PEP 15 166.14 171.77 0.98% 2,577 0 84
-1 PFE 10 54.14 53.90 -0.17% 539 -2 -2
2 PGRE 20 8.67 9.12 1.00% 182 0 9
72 PYPL 15 181.77 85.20 5.94% 1,278 0 -1,449
1,352 SIVB 70 699.52 492.43 4.08% 34,470 0 -14,496
59 TGT 15 248.15 167.14 2.41% 2,507 0 -1,215
94 TR 180 35.81 33.09 1.60% 5,956 0 -490
65 TSCO 10 228.89 192.43 3.51% 1,924 0 -365
83 UPS 20 201.49 182.52 2.32% 3,650 0 -379
1,194 V 285 209.57 212.74 2.01% 60,631 90 903
49 WMT 20 137.32 128.44 1.94% 2,569 0 -178

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)