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Monthly Detail

January 2024

Monthly Return

+7.25%

Portfolio Value

$10.77M

Monthly Return

+7.25%

# 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.