Financial Performance
Portfolio, cash flow, and risk metrics.
Portfolio Value$4.82M+4.1%
Cash Flow$382K+2.6%
ROI14.2%+0.8%
Risk ScoreB+stable
Portfolio Value
Trailing 12 months
- Equity
- Fixed Income
Asset Allocation
- Equities48%
- Bonds26%
- Cash14%
- Alt.12%
Top Holdings
| Asset | Class | Value | Return |
|---|---|---|---|
| AAPL | Equity | $412,000 | +12.4% |
| MSFT | Equity | $388,200 | +9.1% |
| US Treasury 10Y | Bond | $210,000 | +2.6% |
| VTI | ETF | $180,400 | +8.8% |
| Cash Reserve | Cash | $120,000 | +0.2% |