03/31/2020
Top Buys
- Name% Change
- IEMG iShares Core MSCI E... 1.802%
- VOO Vanguard S&P 500 ETF 0.55%
- MSFT Microsoft Corp. 0.468%
- EWZ iShares MSCI Brazil... 0.269%
- SPGI S&P Global Inc. (Mc... 0.259%
03/31/2020
Top Sells
- Name% Change
- IYR iShares U.S. Real E... 0.329%
- TWLO Twilio Inc 0.247%
- KO Coca Cola Co. 0.22%
- STT State Street Corp. ... 0.185%
- DELL Dell Technologies Inc 0.172%
03/31/2020
13F Holdings Summary
- Stock% Port
- USSG Xtrackers MSCI USA ESG Lead... 25.9397%
- SUSL iShares ESG MSCI USA Leader... 24.9301%
- SJNK SPDR Bloomberg Barclays Sho... 9.11%
- IEMG iShares Core MSCI Emerging ... 2.6396%
- MSFT Microsoft Corp. 2.4491%
03/31/2020
13F Activity
- Market Value $5.152 Billion
- Prior Market Value $5.97 Billion
- New Purchases28 stocks
- Additional Purchases29 stocks
- Sold out of19 stocks
- Reduced holdings in47 stocks
- Top 10 Holdings % 72.66 %
- Turnover % [1]:22.07%
- Turnover Alt % [2]: 8.93 %
- Time Held Top20:1.75 quarters
- Time Held Top10:1.70 quarters
- Time Held All:1.70 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.
03/31/2020
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 2020-05-15
| Performance for Q1 2020: | 20.28% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
