Total Value
$125,450
+2.5%
Total Cost
$98,230
Baseline
Profit / Loss
$27,220
+27,220
Profit %
27.72%
YTD Return
Portfolio Growth
Asset Allocation
Top Holdings
| Symbol | Company | Quantity | Price | Total Value | Gain / Loss | % | Allocation |
|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 150 | $189.50 | $28,425 | +3,925 | 16.02% | 22.6% |
| MSFT | Microsoft Corp. | 100 | $428.35 | $42,835 | +4,635 | 12.13% | 34.1% |
| GOOGL | Alphabet Inc. | 80 | $142.85 | $11,428 | +928 | 8.83% | 9.1% |
| TSLA | Tesla Inc. | 50 | $245.60 | $12,280 | -1,720 | -12.29% | 9.8% |
| META | Meta Platforms Inc. | 75 | $295.40 | $22,155 | +4,155 | 23.08% | 17.7% |