Market Value
$11.7M
4% YTD
Net Flows
$276K
3% YTD
Income
$297K
3% YTD
Market Appreciation
$1.07M
1% YTD
Total Earnings
$1.36M
6.9% YTD
Total Fund ROR
13.56%
2% YTD

Teddy Roosevelt (1083302481D3) vs. SP500

Top Performers

Equinix Inc

General Motors Co

Iridium Communications

Broadsoft Inc


Top Holdings

Electronic Arts
60% Complete
$331,875
Titan Machinery Inc
60% Complete
$298,178
General Motors Co
60% Complete
$275,151
Northstar Realty
60% Complete
$263,175
Broadsoft Inc
60% Complete
$258,319

Asset Allocation

Asset Class

Allocation Percentage

Fixed Income

38%

Equity

52%

Short Term

10%

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Visitors location geo-presentation

125.7k Views from 60 countries

United States 33%
China 27%
India 16%
Germany 11%
Britain 10%

To Do List Sample tasks

  • Schedule meeting with new prospect

  • Get Mifi from IT for conference

  • Meet with Patrick/Marshall to discuss ARKON branding

  • Check with Sabine on Admin Tool project status

Weather local

Wednesday, 03:00 PM C F

Texas
Partly Cloudy Day

79

Wed

79

10 km/h

Thu

90

15 km/h

Fri

93

12 km/h

Sat

91

14 km/h

Sun

93

15 km/h

Mon

93

11 km/h