Back to 2023
Monthly Detail
December 2023
Monthly Return
+6.19%
Portfolio Value
$10.05M
Monthly Return
+6.19%
# Stocks
20
Holdings Shown
0
Portfolio Holdings
No detailed holdings data available for this period.
Detailed holdings data is not available for this period. Contact us for complete portfolio disclosure.
Disclaimer: Past performance does not guarantee future results. All investments involve risk including possible loss of principal. Holdings shown reflect actual portfolio positions for the indicated period.