Congressional Purchases

congressional-purchases@user78758395Public
  • Tech
  • Finance
Finance
#4 / 6

Performance

Growth of $1,000 · 1 month

$970.25-$29.75 (-2.97%)

S&P 500: 1,002.09

Portfolio performance over 1 month
DatePortfolio
Aug 25, 2026$1,000.00
Sep 24, 2026$970.25
Time-weighted return
-2.97%
Modified Dietz return
-2.97%
Normalized wealth
970.25
Holdings
8

Holdings

InstrumentWeightQuantityValueUnrealized P&L
AVGOBroadcom Inc. Common Stock+16.47%4.07$1,426.89$426.91
FITBFifth Third Bancorp+14.84%25.08$1,286.25$286.19
IJRiShares Core S&P Small-Cap ETF+14.46%9.1$1,253.46$253.44
DAYDayforce, Inc.+13.48%16.72$1,168.18$168.22
ARLPAlliance Resource Partners LP+11.50%38.48$996.34-$3.85
HTGCHercules Capital, Inc.+10.75%55.39$931.60-$68.68
CRMSalesforce, Inc.+10.26%3.72$888.83-$111.17
FBINFortune Brands Innovations, Inc.+8.25%18.8$714.61-$285.39

Version history

1 merged · 0 open
  1. Merged#157 Initial change@user78758395 · Created Jun 4, 2025, 11:50 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified