Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Claros MTG TR Inc(CMTG) | 20,373,331 | $47.9M | 51.87% |
| 2 | Spdr Gold TR(GLD) | 2,504 | $922.9K | 1.00% |
| 3 | Vanguard Index FDS(VNQ) | 8,033 | $788.4K | 0.85% |
| 4 | Ishares TR(CMBS) | 15,694 | $764.7K | 0.83% |
| 5 | Ishares TR(MBB) | 8,037 | $763.3K | 0.83% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Real Estate | 54.89% | 51.87% | -3.02% |
| Unclassified | 45.11% | 48.13% | +3.02% |
Quarter-over-quarter weight changes by market cap
| Vanguard Intl Equity Index F(VNQI) |
| 16,416 |
| $742.3K |
| 0.80% |
| 7 | Select Sector Spdr TR(XLK) | 3,897 | $722.5K | 0.78% |
| 8 | Ishares TR(MTUM) | 2,113 | $710.0K | 0.77% |
| 9 | Spdr Series Trust(CWB) | 6,405 | $686.2K | 0.74% |
| 10 | Vaneck ETF Trust(MLN) | 38,280 | $681.8K | 0.74% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Small Cap | 54.89% | 51.87% | -3.02% |
| Unclassified | 45.11% | 48.13% | +3.02% |
Quarter-over-quarter position changes