Portfolio (Quarterly)
Guide ↗
WestHill Financial Advisors, Inc.
· CIK 0001759641| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | CTMX | CYTOMX THERAPEUTICS INC | Healthcare | 17,082.0 | $73K | 0.01% | NEW | — | $4.26 | -28.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.8%
Healthcare
15.0%
Financial Services
15.0%
Consumer Cyclical
8.5%
Communication Services
4.7%
Industrials
4.5%
Consumer Defensive
3.4%
Energy
2.8%
Utilities
2.2%