Lobby-Spending avatar

Lobby-Spending
🇬🇧 Entertainment Smart Portfolio.
53 copiers.

Cash Allocation

Range

Highest Cash
May 31, 2024
Lowest Cash
September 5, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
10 instruments
June 6, 2024
Least Diversified
0 instruments
May 31, 2024
Average
9.7 instruments

Most Consistent Holdings

Top 5

avatarEBAY
36.44%
avatarNSC
36.44%
avatarFWONA
36.44%
avatarMRNA
36.44%
avatarRBLX
36.44%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
September 5, 2024
Lowest Exposure
May 31, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Services
19.14%
Technology Services
13.74%
Finance
12.27%
Transportation
9.8%
Health Technology
6.83%

Top Countries

Top 5

🇺🇸United States
96.46%

Number of Instruments

Holdings over time

(Since May 31, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
RobloxRoblox (RBLX)
3.74%0%36.44%11/4/2024
NOWNOW (DNOW)
3.68%0%36.03%2/1/2025
C3.aiC3.ai (AI)
3.67%0%36.44%11/4/2024
AdtalemAdtalem (ATGE)
3.67%0%36.03%2/1/2025
eBayeBay (EBAY)
3.65%0%36.44%11/4/2024
FoxFox (FOX)
3.62%0%36.03%2/1/2025
Liberty Media Formula OneLiberty Media Formula One (FWONA)
3.61%0%36.44%11/4/2024
Norfolk SouthernNorfolk Southern (NSC)
3.54%0%36.44%11/4/2024
ESS TechESS Tech (GWH)
3.51%0%36.44%11/4/2024
Fifth ThirdFifth Third (FITB)
3.51%0%36.03%2/1/2025
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
3.5%0%36.03%2/1/2025
Waste ManagementWaste Management (WM)
3.45%0%36.03%2/1/2025
CSXCSX (CSX)
3.44%0%36.03%2/1/2025
NexstarNexstar (NXST)
3.35%0%36.03%2/1/2025
ModernaModerna (MRNA)
3.33%0%36.44%11/4/2024
United AirlinesUnited Airlines (UAL)
2.82%0%24.29%11/4/2024
Coca-Cola ConsolidatedCoca-Cola Consolidated (COKE)
2.7%0%24.7%8/5/2024
Bank of AmericaBank of America (BAC)
2.61%0%26.32%1/8/2025
Texas InstrumentsTexas Instruments (TXN)
2.6%0%24.7%8/5/2024
FoxFox (FOXA)
2.55%0%24.7%8/5/2024
AflacAflac (AFL)
2.54%0%24.7%8/5/2024
KeyCorpKeyCorp (KEY)
2.5%0%24.7%8/5/2024
KellanovaKellanova (K)
2.47%0%24.7%2/1/2025
Encompass HealthEncompass Health (EHC)
2.47%0%24.7%8/5/2024
IBMIBM (IBM)
2.4%0%23.08%10/1/2024
ChipotleChipotle (CMG)
2.34%0%24.7%8/5/2024
BallBall (BALL)
2.32%0%24.29%11/4/2024
Ginkgo BioworksGinkgo Bioworks (DNA)
1.92%0%24.7%8/5/2024
SAICSAIC (SAIC)
1.36%0%13.36%8/5/2024
Quanta ServicesQuanta Services (PWR)
1.31%0%12.15%9/4/2024
Murphy OilMurphy Oil (MUR)
1.3%0%13.36%8/5/2024
IntuitIntuit (INTU)
1.3%0%13.36%11/4/2024
Palo Alto NetworksPalo Alto Networks (PANW)
1.28%0%11.34%7/3/2024
Constellation BrandsConstellation Brands (STZ)
1.2%0%12.15%9/4/2024
The HartfordThe Hartford (HIG)
1.11%0%11.34%12/2/2024
EdisonEdison (EIX)
1.09%0%11.34%7/3/2024
CaterpillarCaterpillar (CAT)
0.99%0%9.72%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      FoxFox (FOX)
      		9.65%10.74%
      AdtalemAdtalem (ATGE)
      		9.36%10.5%
      KellanovaKellanova (K)
      		10.61%10.46%
      Bristol-Myers SquibbBristol-Myers Squibb (BMY)
      		9.91%9.93%
      Bank of AmericaBank of America (BAC)
      		9.34%9.71%
      NexstarNexstar (NXST)
      		10.98%9.6%
      Waste ManagementWaste Management (WM)
      		10.13%9.31%
      CSXCSX (CSX)
      		9.92%9.3%
      Fifth ThirdFifth Third (FITB)
      		9.49%9.21%
      NOWNOW (DNOW)
      		8.4%9.06%

      Cash Exposure Over Time

      Cash Exposure % Over Time