Public Dashboard: Hewitt, Joyce

08/29/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
NUKZ 0.00
Cash $90,909.09 8.5% 4.0% 4.0%
Averages $1,070,249.46 17.5% 17.7 0.7% 71% 60 80.5 16.0%
ACM Research* ACMR 4423.80 $29.29 $129,573.10 12.1% 22.1% 12.2 0.0% 72% 74 81 16.3%
Argan* AGX 664.54 $242.08 $160,871.88 15.0% 17.6% 22.5 2.5% 78% 67 91 4.8%
Collegium Pharma* COLL 2830.30 $38.35 $108,541.83 10.1% 12.7% 10.3 0.0% 4% 35 45 24.0%
DoubleVerify* DV 4410.92 $16.27 $71,765.69 6.7% 19.2% 20.4 0.0% 87% 52 83 22.7%
Fortinet FTNT 901.16 $79.29 $71,453.03 6.7% 17.0% 38.7 0.0% 85% 57 86 14.1%
Green Brick Partners* GRBK 1503.38 $69.87 $105,040.82 9.8% 8.8% 10.8 0.0% 77% 60 80 13.4%
Lantheus LNTH 982.69 $55.50 $54,539.56 5.1% 11.5% 18.4 0.0% 60% 30 72 24.6%
NICE NICE 547.18 $142.70 $78,083.11 7.3% 10.4% 19.0 0.0% 99% 93 97 22.3%
ODDITY Tech* ODD 1905.05 $61.05 $116,303.44 10.9% 29.9% 19.8 0.0% 81% 66 82 16.1%
Opera* OPRA 4962.29 $16.76 $83,167.92 7.8% 19.4% 11.0 0.2% 78% 50 88 27.5%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 16.0%
Quality 80.5
Growth 17.5%
P/E Ratio 17.7
Yield 0.7%
Fin Strength 71%
EPS Stability 60