Portfolio

Your holdings, performance, and asset allocation

Total Value
$207,092.85
+11.18%
Total Return
+$20,823.85
+11.18%
Unrealized P&L
+$20,823.85
Realized P&L
+$4,810.00
TickerNameQtyAvg CostPriceMarket ValueP&L ($)P&L (%)Allocation
AA
AAPL
Apple Inc.150$178.50$195.20$29,280.00+$2,505.00+9.36%
18.2%
MS
MSFT
Microsoft Corporation80$410.25$448.90$35,912.00+$3,092.00+9.42%
22.3%
GO
GOOGL
Alphabet Inc.60$175.80$182.45$10,947.00+$399.00+3.78%
6.8%
NV
NVDA
NVIDIA Corporation40$890.00$1,124.50$44,980.00+$9,380.00+26.35%
27.9%
TS
TSLA
Tesla Inc.25$285.40$248.90$6,222.50$-912.50-12.79%
3.9%
AM
AMZN
Amazon.com Inc.55$195.60$210.30$11,566.50+$808.50+7.51%
7.2%
ME
META
Meta Platforms Inc.30$520.80$565.40$16,962.00+$1,338.00+8.56%
10.5%
JP
JPM
JPMorgan Chase & Co.45$198.30$215.70$9,706.50+$783.00+8.77%
6.0%
XO
XOM
Exxon Mobil Corporation70$112.40$104.85$7,339.50$-528.50-6.72%
4.6%
V
V
Visa Inc.35$278.90$302.15$10,575.25+$813.75+8.34%
6.6%
Asset Allocation by Sector
Technology68.4%
Communication Services17.3%
Financials12.6%
Consumer Discretionary11.1%
Energy4.6%
Performance vs Benchmark