Public Dashboard: Kavula Family (Michigan)

08/29/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,041,966.99 9.2% 15.6 0.1% 66% 72 79.1 13.0%
Axos Financial AX 2383.34 $91.35 $217,717.72 20.9% 13.4% 11.5 0.0% 43% 99 96 11.0%
Pathward Financial* [Meta*] CASH 2090.39 $80.12 $167,481.92 16.1% 11.2% 14.3 0.5% 78% 49 92 15.8%
Charles River Labs CRL 1011.57 $163.22 $165,108.85 15.8% 4.3% 24.8 0.0% 35% 57 32 5.6%
Green Brick Partners* GRBK 2756.19 $69.87 $192,574.83 18.5% 8.8% 10.8 0.0% 77% 60 80 13.4%
NICE NICE 1003.17 $142.70 $143,152.36 13.7% 10.4% 19.0 0.0% 99% 93 97 22.3%
YETI YETI 4473.07 $34.86 $155,931.30 15.0% 6.0% 15.6 0.0% 75% 71 74 11.4%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 13.0%
Quality 79.1
Growth 9.2%
P/E Ratio 15.6
Yield 0.1%
Fin Strength 66%
EPS Stability 72