Sophon Apex

Return since 21 Apr

+25.6%

Benchmark

+9.9%

Excess return

+15.7%

Max drawdown

−19.1%

Planned rebalance increases Alphabet Class A weight and trims Class C

Alphabet Inc. (Class A) is planned to be increased, while Alphabet Inc. (Class C) is planned to be reduced. No new positions are planned and no holdings are planned to be fully exited. If executed, the target mix would remain entirely in Alphabet shares, with a slightly larger tilt toward Alphabet Inc. (Class A).

Portfolio changes

  • GOOGLAlphabet Inc. (Class A)50.48%54.31%Increased
  • GOOGAlphabet Inc. (Class C)49.52%45.69%Reduced