https://www.linkedin.com/in/alan-n-hoffman-5044352/ NEEDHAM HEIGHTS, MA How do I update this listing?

Hoffman, Alan N Investment Management is based out of Needham Heights. Hoffman, Alan N Investment Management is a large advisory firm with 120 clients and discretionary assets under management (AUM) of $160,393,152 (Form ADV from 2021-01-08). Their last reported 13F filing for Q1 2021 included $149,453,000 in managed 13F securities and a top 10 holdings concentration of 99.62%. Hoffman, Alan N Investment Management's largest holding is Apple Inc with shares held of 590,296. Whalewisdom has at least 2 13F filings

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13F Activity

  • Market Value $149.453 Million
  • Prior Market Value $156.97 Million
  • New Purchases2 stocks
  • Additional Purchases3 stocks
  • Sold out of1 stock
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 99.62 %
  • Turnover % [1]:25.00%
  • Turnover Alt % [2]: 1.46 %
  • Time Held Top20:0.83 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.83 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.


13F Sector Allocation Over Time

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View Last Form Adv Compilation Report on Record



Business Phone: 617-308-5087
Fax: 781-459-0335
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Sole Proprietorship
Organized in: MA
Number of employees: 1
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 120
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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