Location
Chicago, IL
Holdings as of
9/30/2021
Date filed
10/20/2021
Form type
13F-HR
Num holdings
78
Total value ($000)
$33,975
Net value change ($000)
-5,163 (-13.2%)
New positions
16
Sold out positions
23
Turnover %
46.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MYFW 517 NEW
MIRM 514 NEW
TLS 513 NEW
OSBC 497 NEW
GNSS 493 NEW
NOTV 466 NEW
MCFT 464 NEW
TACT 455 NEW
AIOT 454 NEW
RDNW 408 NEW
Top Reduces (Value $000, Stocks/ETFs)
Reliant Bancorp, Inc. -577 -100.0%
GDYN -571 -100.0%
SSTI -554 -100.0%
MISONIX INC -535 -100.0%
FARM -494 -100.0%
PAE Inc -445 -100.0%
SAMG -437 -100.0%
LINC -423 -100.0%
IDYA -422 -100.0%
PLYM -414 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type