Version
v0.1.0 BETA

Investment funds management system.

Global Equity Growth Fund

GEGF

Current NAV

1,245,325.56 KM

Current Shares Outstanding

156

Current NAV per Share

1,856.42 KM

Value over Time

Allocation over Time

Portfolio

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Asset CodeQuantity
AAPL150.0000
MSFT100.0000
GOOGL80.0000
BAM-BOND-20255,000.0000
EUR-BOND-20262,000.0000
LOAN-0031.0000
BAM-CASH1.0000

Portfolio Transactions

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Asset CodeTypeAmountDate
AAPLBought8,950.00 KM04/15/2024
MSFTBought41,200.00 KM04/10/2024
AAPLBought12,000.00 KM03/20/2024
GOOGLBought55,000.00 KM03/05/2024
GOOGLSold15,000.00 KM02/12/2024

Shareholders

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Full nameTypeHoldings
John Doe
Individual1,250.5000
Ana Jovanovic
Individual850.2500
Milan Kovacevic
Individual620.7500
Stefan Popovic
Individual2,100.0000

Shareholder Transactions

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ShareholderTypeSharesDate
Ana JovanovicIN300.000004/20/2024
John DoeIN500.250004/15/2024
Stefan PopovicIN1,000.000004/05/2024
Stefan PopovicOUT200.000003/18/2024
John DoeIN750.000003/10/2024