03/31/2021
Top Buys
- Name% Change
- BABA Alibaba Group Holdi... 19.02%
03/31/2021
Top Sells
- Name% Change
03/31/2021
13F Holdings Summary
- Stock% Port
- BAC Bank of America Corp. (Nort... 45.15%
- WFC Wells Fargo & Co. (Northwe... 31.55%
- BABA Alibaba Group Holding Ltd ADR 19.02%
- USB U.S. Bancorp (First Nationa... 3.93%
- PKX POSCO, Inc. ADR 0.36%
03/31/2021
13F Activity
- Market Value $197.109 Million
- Prior Market Value $124.883 Million
- New Purchases1 stock
- Additional Purchases0 stocks
- Sold out of0 stocks
- Reduced holdings in0 stocks
- Top 10 Holdings % 100.00 %
- Turnover % [1]:20.00%
- Turnover Alt % [2]: %
- Time Held Top20:23.20 quarters
- Time Held Top10:23.20 quarters
- Time Held All:23.20 quarters
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
03/31/2021
13F Sector Allocation Over Time
Fund Metrics
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Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16
| Performance for Q4 2020: | 23.7% |
| Performance Last 4 Quarters: | -8.96% |
Performance Metrics
| Stdev (5-yrs): | Subscription required | BETA (5-yrs): | Subscription required | ALPHA (3-yrs): | Subscription required |
| Max Drawdown (all-years): | Subscription required | Annualized Perf (3-yrs): | Subscription required | Batting Avg vs S&P. (3-yrs): | Subscription required |
| Sortino (3-yrs): | Subscription required | Stutzer (3-yrs): | Subscription required | Treynor (3-yrs): | Subscription required |
| Sterling (3-yrs): | Subscription required | Calmar (3-yrs): | Subscription required | Information Ratio (3-yrs): | Subscription required |
| Tracking Error (3 yrs): | Subscription required | Stdev Down (3-yrs): | Subscription required | Winning Months %: | Subscription required |
| Losing Months %: | Subscription required | Best 12 Months: | Subscription required | Worst 12 Months: | Subscription required |
| Efficiency Ratio (3-yrs): | Subscription required | Sharpe: | Subscription required | Stdev Sectors: | Subscription required |
| Skewness (3-yrs): | Subscription required | Kurtosis (3-yrs): | Subscription required | Upside Potential (3-yrs): | Subscription required |
