Portfolio Allocation

Captured

Snapshot date

Holdings

25

Sectors

13

Top holding

QQQ35.46%

Top sector

Technology57.3%

Holding concentration

Top 1
35.46%
Top 3
55.51%
Top 5
66.41%
Top 10
82.88%

Sector concentration

Top 1
57.26%
Top 3
75.62%
Top 5
85.25%

Asset composition

Stocks
31.31%
Options
64.26%
Bonds
4.43%
Cash
0.00%

Allocation chart

The 11 largest holdings are shown separately; remaining holdings are grouped as Other.

Sector breakdown

Percentages are read from the stored snapshot. Fixed income, unclassified, and cash are grouped as Other.

All holdings

TickerWeight
35.46%
12.60%
7.45%
6.47%
4.43%
4.06%
3.18%
3.12%
3.10%
3.01%
2.18%
1.93%
1.70%
1.70%
1.66%
1 to 15 of 25 results

All holdings

TickerWeight
35.46%
12.60%
7.45%
6.47%
4.43%
4.06%
3.18%
3.12%
3.10%
3.01%
2.18%
1.93%
1.70%
1.70%
1.66%
1 to 15 of 25 results