Risk Summary
As of 2026-03-23
2026-04-01 2026-03-31 2026-03-30 2026-03-27 2026-03-26 2026-03-25 2026-03-24 2026-03-23
Portfolio Exposure
+84.1%
Gross Long
-97.5%
Gross Short
181.6%
Gross Exposure
Limit: 325%
-13.4%
Net Exposure
Limit: ±30%
Risk Limits Status View full report →
🟡 No breaches — 1 warning approaching limits
Full Limits Report →
Top 10 Longs
1 QQQ INVESCO QQQ TRUST, SERIES 1 +4.16%
2 MU MICRON TECHNOLOGY INC +3.95%
3 NEE NEXTERA ENERGY INC +3.95%
4 LNG CHENIERE ENERGY INC +3.77%
5 DVN DEVON ENERGY CORP +3.60%
6 LRCX LAM RESEARCH CORP +3.14%
7 APA APA CORP +3.06%
8 ATHABASCA OIL CORP ATHABASCA OIL CORP +2.93%
9 PSX PHILLIPS 66 +2.68%
10 EQT EQT CORP +2.60%
Top 10 Shorts
1 META META PLATFORMS INC -8.01%
2 NVDA NVIDIA CORP -7.57%
3 OIH VANECK OIL SERVICES ETF -5.50%
4 GOOGL ALPHABET INC -4.32%
5 UBER UBER TECHNOLOGIES INC -3.75%
6 TT TRANE TECHNOLOGIES PLC -3.00%
7 GEV GE VERNOVA INC -2.82%
8 BE BLOOM ENERGY CORPORATION -2.63%
9 AMD ADVANCED MICRO DEVICES INC -2.59%
10 ALAB ASTERA LABS INC -2.50%
Factor Tilts (Net Exposure)
Style Factors Style detail →
Beta
-0.100
Momentum
+0.561
Size
-0.133
Value
-0.008
Growth
-0.326
Residual Volatility
+0.236
Profitability
-0.231
Leverage
+0.039
Liquidity
+0.205
ST Reversal
-0.145
LT Reversal
+0.582
Stock Crowding
-0.109
Earnings Quality
+0.111
Short Interest
+0.039
Earnings Yield
-0.129
Dividend Yield
-0.093
ML Factor
-0.044
Industry Factors Industry detail →
Internet Software & Services
-13.093
Oil & Gas E&P
+8.203
Computers & Electronics
+7.589
Semiconductors
-6.321
Chemicals
+5.936
Machinery
-5.795
Semiconductors Equipment
+5.535
Energy Equipment & Services
-5.006
Utilities
+4.725
Construction / Containers / Paper
-4.654
Transportation (Non-Airline)
-3.926
Telecommunication Services
-2.325
Retailing
-2.187
Communications Equipment
+1.870
Integrated Oil & Gas
-1.266
Commercial & Professional Services
+1.137
Food, Beverage & Tobacco
+1.046
Sector Beta Summary Net β limit: ±0.30
Sector Long β Short β Net β Net Wt Status Detail
Communication Services +0.000 -0.189 -0.189 -14.0% OK
Energy +0.245 -0.126 +0.119 +9.2% OK Detail →
Industrials +0.168 -0.284 -0.116 -8.8% OK Detail →
Information Technology +0.401 -0.299 +0.102 +0.3% OK Detail →
Materials +0.120 -0.072 +0.047 +0.7% OK Detail →
Consumer Discretionary +0.002 -0.026 -0.024 -1.8% OK
Consumer Staples +0.008 -0.003 +0.004 +0.3% OK
Utilities +0.047 -0.051 -0.004 +4.2% OK
Health Care +0.000 -0.001 -0.001 -0.3% OK
Liquidity Watch — Positions ≥ 4% of ADV Limit Full liquidity report →

All positions within ADV limits (limit: 5.0% of ADV)