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Trident Investment Management, LLC

Portfolio Profile

CIK: 0001484086 | NEW YORK, NY

$12.4K
AUM
5
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Select Sector Spdr TR(XLV)74,165$4.1K33.21%
2Select Sector Spdr TR(XLP)91,480$3.9K31.76%
3Ishares TR(IXJ)28,773$2.5K20.01%
4Select Sector Spdr TR(XLE)16,844$1.5K12.04%
5Claymore Exchange TRD FD TR13,346$3692.98%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $12.4K

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified100%

AUM History

$24.1K | 8 pos.
$13.4K | 5 pos.
$12.4K | 5 pos.
Q2
13
Q3
13
Q4
13

Recent Activity

Quarter-over-quarter position changes

0
New
0
100%
0%
Closed
0
Increased
4
Decreased
1
Unchanged