Back to 2025
Monthly Detail
September 2025
Monthly Return
+7.42%
Portfolio Value
$14.69M
Monthly Return
+7.42%
# 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.