Sophon Apex

Return since 21 Apr

+22.9%

Benchmark

+9.6%

Excess return

+13.3%

Max drawdown

−19.1%

All updatesRSS

Planned rebalance shifts weight from Alphabet Class C to Class A

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 positions are planned to be fully exited. If executed, the target mix would remain entirely in Alphabet shares, with a larger tilt toward Alphabet Inc. (Class A).

Portfolio changes

  • GOOGLAlphabet Inc. (Class A)54.37%57.32%Increased
  • GOOGAlphabet Inc. (Class C)45.63%42.68%Reduced

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