03/31/2020
Top Buys
- Name% Change
- BP BP Plc ADR (British... 8.466%
- BA Boeing Company 7.299%
- C Citigroup, Inc. 5.339%
- FB Facebook Inc 5.338%
- MAR Marriott Internatio... 5.256%
03/31/2020
Top Sells
- Name% Change
- TSLA Tesla Inc 0.75%
03/31/2020
13F Holdings Summary
- Stock% Port
- UBER Uber Technologies Inc 20.8005%
- BP BP Plc ADR (British Petroleum) 8.4661%
- BA Boeing Company 7.2994%
- C Citigroup, Inc. 5.3387%
- FB Facebook Inc 5.3375%
03/31/2020
13F Activity
- Market Value $9.777 Billion
- Prior Market Value $2.183 Billion
- New Purchases23 stocks
- Additional Purchases0 stocks
- Sold out of1 stock
- Reduced holdings in0 stocks
- Top 10 Holdings % 72.52 %
- Turnover % [1]:100.00%
- Turnover Alt % [2]: 79.20 %
- Time Held Top20:0.15 quarters
- Time Held Top10:0.30 quarters
- Time Held All:0.13 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: | 67.3% |
| Performance Last 4 Quarters: | 80.52% |
Performance Metrics
Stats are not available for the latest quarter
