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Portfolio
Investments
Surface oversized positions first so single-name or single-account risk is easy to review.
Drift Alerts: 0
Concentration Alerts: 2
Holdings: 13
Coverage Gaps: 0
All
Drift
Concentration
Allocation
Performance
Holdings
Invested
$25,446.40
Avg Return
0.00%
Monthly Volatility
0.00%
Annualized
0.00%
Concentration Alerts
d6ePmbPxgWCWmMVv66q9iPV94n91vMtov5Are
in Chase Plaid 401k is 48.52% of invested value.
SBSI
in Chase Plaid 401k is 29.07% of invested value.