|1585 Broadway , New York, NY 10036|
|Fund Manager||Team Managed|
The Inception Portfolio (the Fund ) seeks long-term capital appreciation by investing primarily in growth-oriented equity securities of small capitalization companies. Under normal market conditions, the Adviser seeks to achieve the Fund s investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell 2000 Growth Index. As of December 31, 2019, these market capitalizations ranged between $11.2 million and $7.3 billion.
|Asset Type||% Of Allocation|
|Total Net Assets||2.54 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$99|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|SFIX||STITCH FIX INC||3.30%|
|VIC||VICTORIAN PLUMBING GROUP PLC||2.74%|
|NSTG||NANOSTRING TECHNOLOGIES INC||2.66%|
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