Portfolio Performance

1
Portfolio Performance

• February 19 February 25

2
Portfolio Overview

• Cash 25,039.06
• Portfolio is currently worth 324,310.58
• Weekly Gain/Loss () 6,819.72
• Weekly Gain/Loss () 2.1
• Return for the academic year (9/30 Present)
• BCIC -5.8
• SP 500 -10.1
• We have 37 positions
• 29 of 37 were up on the week

3
Performance vs. Benchmark
4
Best Worst Performers

• Best Performing
• DO 8.2
• KMX 8.1
• XTO 7.7

• Worst Performing
• AAPL -3.9
• GME -3.3
• GILD -2.2

5
Recent Trades

• Casual Male (CMALQ)
• Sold 2000 shares on 1/25 at .0001
• Interactive Brokers (IBKR)
• Bought 300 shares on 1/30 at 33.18
• Closed today at 34.70
• American Tower (AMT)
• Bought 250 shares on 2/20 at 38.76
• Closed today at 40.15