Q4 2021 Holdings
Filed 2022-02-14 | 9 holdings | $128.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Raymond James Finl Inc(RJF) | COM | 754730109 | $19.8K | 197,453 | 15.4% |
| Onemain Hldgs Inc(OMF) | COM | 68268W103 | $18.9K | 378,335 | 14.7% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $17.8K | 224,144 | 13.8% |
| Carvana Co(CVNA) | CL A | 146869102 | $14.8K | 64,051 | 11.5% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $14.8K | 283,331 | 11.5% |
| BK of America Corp(BAC) | COM | 060505104 | $12.4K | 279,196 | 9.7% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $12.4K | 187,253 | 9.6% |
| Progressive Corp(PGR) | COM | 743315103 | $12.0K | 116,818 | 9.3% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $5.7K | 119,268 | 4.4% |