Public Dashboard: Spielman, Matt

06/01/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,327,705.63 13.8% 18.5 1.2% 69% 49 69.1 12.7%
Crispr Therapeutics* CRSP 2682.98 $36.29 $97,365.31 7.3% 41.2% 47.1 0.0% 43% 1 26 14.3%
Green Brick Partners* GRBK 7122.51 $58.45 $416,310.53 31.4% 9.0% 9.5 0.0% 75% 59 78 14.7%
Houlihan Lokey HLI 1611.55 $174.68 $281,505.90 21.2% 7.5% 20.5 1.6% 97% 78 86 6.8%
Luminar Technologies LAZR 11622.50 $3.59 $41,724.78 3.1% 25.1% 14.8 0.0% 2% 0 14 6.1%
SoFi Technologies SOFI 13706.14 $13.30 $182,291.66 13.7% 19.8% 28.3 0.0% 12% 18 34 14.4%
Victory Capital* VCTR 4975.12 $62.01 $308,507.44 23.2% 12.4% 14.7 3.5% 86% 51 83 14.8%


MIPAR 9.7%  
Sweet Spot 14.7% - 19.7%  
Portfolio Averages
PAR 12.7%
Quality 69.1
Growth 13.8%
P/E Ratio 18.5
Yield 1.2%
Fin Strength 69%
EPS Stability 49