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Total value

$3,847,250

Total value

$12,450

+0.32%

Total value

$284,750

+8.15%

Recent Activity

View all

Dividend Payment Received

Quarterly dividend from Technology Growth Fund deposited to your account

Q4 2025 Portfolio Statement Available

Your quarterly performance report is ready for review

Quarterly Review Scheduled

Portfolio review meeting with your advisor confirmed

Market Insights Update

New market commentary from your investment team

Total value

$3,847,250

Total value

$12,450

+0.32%

Total value

$284,750

+8.15%

Recent Activity

View all

Dividend Payment Received

Quarterly dividend from Technology Growth Fund deposited to your account

Q4 2025 Portfolio Statement Available

Your quarterly performance report is ready for review

Quarterly Review Scheduled

Portfolio review meeting with your advisor confirmed

Market Insights Update

New market commentary from your investment team

Total value

$3,847,250

Total value

$12,450

+0.32%

Total value

$284,750

+8.15%

Recent Activity

View all

Dividend Payment Received

Quarterly dividend from Technology Growth Fund deposited to your account

Q4 2025 Portfolio Statement Available

Your quarterly performance report is ready for review

Quarterly Review Scheduled

Portfolio review meeting with your advisor confirmed

Market Insights Update

New market commentary from your investment team

Total value

$3,847,250

Total value

$12,450

+0.32%

Total value

$284,750

+8.15%

Recent Activity

View all

Dividend Payment Received

Quarterly dividend from Technology Growth Fund deposited to your account

Q4 2025 Portfolio Statement Available

Your quarterly performance report is ready for review

Quarterly Review Scheduled

Portfolio review meeting with your advisor confirmed

Market Insights Update

New market commentary from your investment team

Total value

$3,847,250

Total value

$12,450

+0.32%

Total value

$284,750

+8.15%

Recent Activity

View all

Dividend Payment Received

Quarterly dividend from Technology Growth Fund deposited to your account

Q4 2025 Portfolio Statement Available

Your quarterly performance report is ready for review

Quarterly Review Scheduled

Portfolio review meeting with your advisor confirmed

Market Insights Update

New market commentary from your investment team

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