Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | State STR Spdr S&P 500 ETF T(SPY) | 42,588 | $33.1M | 50.12% |
| 2 | Zacks Trust(ZECP) | 168,270 | $6.4M | 9.69% |
| 3 | Spdr Series Trust(JNK) | 60,275 | $5.6M | 8.47% |
| 4 | Zacks Trust(QUIZ) | 99,674 | $2.8M | 4.27% |
| 5 | Zacks Trust(SMIZ) | 62,106 | $2.6M | 3.91% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|
| Ishares TR(AGG) |
| 21,266 |
| $2.0M |
| 3.04% |
| 7 | Schwab Strategic TR(SCHE) | 30,385 | $1.1M | 1.69% |
| 8 | Ishares TR(IWD) | 2,759 | $702.6K | 1.06% |
| 9 | Zacks Trust(GROZ) | 20,214 | $697.4K | 1.05% |
| 10 | Ishares TR(IWF) | 5,348 | $679.9K | 1.03% |
| Technology | 0% | 0.31% | +0.31% |
| Unclassified | 99.17% | 98.91% | -0.26% |
| Industrials | 0.52% | 0.45% | -0.07% |
| Consumer Defensive | 0.3% | 0.32% | +0.02% |
| Energy | 0.02% | 0.01% | -0.01% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.17% | 98.91% | -0.26% |
| Mega Cap | 0.3% | 0.64% | +0.34% |
| Large Cap | 0.52% | 0.45% | -0.07% |
| Micro Cap | 0.02% | 0.01% | -0.01% |
Quarter-over-quarter position changes