match
Funions
None
4145
Funions
Business Foundations - Northview
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
46 AAPL 8 64.48 149.56 4.02% 1,196 0 681
82 AMZN 1 1,812.13 2,303.38 3.68% 2,303 0 491
4 CIB 3 51.79 40.40 3.46% 121 0 -34
1 DAL 1 56.77 42.23 3.43% 42 0 -15
0 EA 1 95.87 138.48 -0.14% 138 0 43
0 ENIA 4 9.65 5.87 1.03% 23 0 -15
2 F 4 8.68 13.62 3.81% 54 0 20
0 GOL 10 18.80 6.40 -0.31% 64 0 -124
5 HAS 5 98.64 87.06 1.24% 435 0 -58
15 MSFT 2 139.85 273.31 2.79% 547 12 267
68 NFLX 18 290.28 195.18 1.97% 3,513 2 -1,712
7 SPR 5 83.14 32.02 4.47% 160 0 -256
1,035 TSLA 20 63.09 759.50 7.31% 15,190 3 13,928

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)