Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(IVV) | 2,009 | $1.5M | 12.96% |
| 2 | Ishares TR(IWF) | 11,188 | $1.4M | 11.97% |
| 3 | Ishares TR(IWD) | 5,471 | $1.3M | 11.43% |
| 4 | State STR Spdr S&P 500 ETF T(SPY) | 1,515 | $1.1M | 9.75% |
| 5 | Invesco QQQ TR(QQQ) | 1,281 | $943.3K | 8.13% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 4.44% | 3.9% | -0.54% |
| Unclassified | 95.56% | 96.1% | +0.54% |
Quarter-over-quarter weight changes by market cap
Quarter-over-quarter position changes
| Select Sector Spdr TR(XLK) |
| 4,804 |
| $915.3K |
| 7.89% |
| 7 | J P Morgan Exchange Traded F(JCPB) | 11,126 | $522.3K | 4.50% |
| 8 | Ishares TR(IWO) | 1,164 | $458.6K | 3.95% |
| 9 | BlackRock Corpor HI YLD FD I(HYT) | 52,913 | $452.9K | 3.90% |
| 10 | Spdr Gold TR(GLD) | 1,203 | $443.2K | 3.82% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 95.56% | 96.1% | +0.54% |
| Small Cap | 4.44% | 3.9% | -0.54% |