Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares Tr(HYG) | 172,101 | $13.8M | 10.05% |
| 2 | Spdr Series Trust(JNK) | 133,948 | $12.9M | 9.43% |
| 3 | iShares Tr(EMB) | 107,630 | $10.4M | 7.58% |
| 4 | iShares Tr(AGG) | 97,734 | $9.7M | 7.06% |
| 5 | Vanguard Scottsdale Fds(VCIT) | 107,991 | $8.9M | 6.52% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Spdr Series Trust(SJNK) |
| 327,284 |
| $8.2M |
| 5.98% |
| 7 | iShares Tr(LQD) | 70,837 | $7.7M | 5.64% |
| 8 | Vanguard BD Index FDS(BND) | 98,773 | $7.3M | 5.29% |
| 9 | iShares Tr(IEF) | 57,629 | $5.4M | 3.98% |
| 10 | iShares Tr(TIP) | 43,981 | $4.8M | 3.51% |
| Sector |
|---|
| Prev % |
|---|
| Curr % |
|---|
| Change |
|---|
| Unclassified | 34.54% | 96.31% | +61.77% |
| Technology | 21.55% | 1.74% | -19.81% |
| Communication Services | 16.19% | 0.39% | -15.8% |
| Financial Services | 9.17% | 0% | -9.17% |
| Healthcare | 7.13% | 0.39% | -6.74% |
| Consumer Cyclical | 4.58% | 0% | -4.58% |
| Industrials | 4.75% | 0.2% | -4.55% |
| Consumer Defensive | 2.09% | 0.97% | -1.12% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 34.54% | 96.31% | +61.77% |
| Mega Cap | 44.04% | 2.9% | -41.14% |
| Large Cap | 21.42% | 0.78% | -20.64% |
Quarter-over-quarter position changes