Breakwater Investment Management
CIK Number: 0002025925
234.16M
Market Value
323
# of Holdings
4 months
Avg. Holding Period
29.79%
Win Rate
3.80%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 274.61 | +0.66% | 120.31K | +1.74% | 34.87M | 260.53 | 14.62% |
| 2 | SCHB | Schwab U.S. Bro... | 21.50 | +0.73% | 945.38K | +196.78% | 21.46M | 20.32 | 9.00% |
| 3 | VXUS | Vanguard Total ... | 63.73 | -0.2% | 235.53K | +5.40% | 13.88M | 60.14 | 5.82% |
| 4 | BND | Vanguard Total ... | 73.05 | -0.62% | 177.77K | -1.24% | 12.78M | 72.1 | 5.36% |
| 5 | MSFT | Microsoft Corpo... | 425.29 | +7.60% | 27.54K | -0.03% | 11.61M | 424.65 | 4.87% |
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