Results

year
2021
month
AUGUST

Monthly Performance Report / August 2021

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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% 3.3% -- -- -- -- 8.5%
Top 10 Positions
S&P 500 Financials Sector ETF (XLF)
Tesla Inc.
JPMorgan Chase & Co.
Walt Disney Company
Berkshire Hathaway Inc.
Bank of America Corp
PayPal Holdings Inc.
Moderna Inc.
Alphabet Inc.
Wells Fargo