Results

year
2021
month
JULY

Monthly Performance Report / July 2021

MONTHLY RESULTS

U.S. Equity Growth (USD-based accounts)

JanFebMarAprMayJunJulAugSepOctNovDecYTD
2021 1.1% -0.5% -0.1% 5.0% 0.6% 1.2% -2.2% -- -- -- -- -- 5%
Top 10 Positions
Tesla Inc.
JPMorgan Chase & Co.
Walt Disney Company
Berkshire Hathaway Inc. Class B
Bank of America Corp
PayPal Holdings Inc.
Applied Material Inc.
Wells Fargo
Alphabet Inc.
Moderna Inc.