Select Growth Portfolio

Overview

Total Market Value

$6,097,095.33 DTD +0.7%

Total UR Gain/Loss

+$2,796,466.37 DTD +0.7%

Total Cash

$0.00 DTD +0.7%

As of6/8/2026

Top 5 Asset Classes

  • U.S. Equities100%

Top 5 Positions

  • Tesla Inc$1.87M
  • NVIDIA Corp.$1.78M
  • Amazon.com Inc$1.49M
  • Netflix Inc$0.50M
  • Alphabet Inc$0.45M

Sector Exposure

Consumer Discretionary63.4%
Technology36.6%