AlphaCore Capital LLC

Q4 2020 13F-HR Holdings

Location
La Jolla, CA
Holdings as of
12/31/2020
Date filed
2/10/2021
Form type
13F-HR
Num holdings
58
Total value ($000)
$134,197
Net value change ($000)
+23,880 (21.6%)
New positions
6
Sold out positions
5
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2020
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)
IXUS 5,636 20.6%
IWV 4,064 19.5%
RSP 3,687 26.2%
IJR 3,038 37.8%
QQQ 2,598 19.6%
OBDC 1,854 25.3%
ETF MANAGERS TR 1,709 36.8%
MAS 644 NEW
XT 604 38.9%
AAPL 415 15.0%
Top Reduces (Value $000, Stocks/ETFs)
Siren ETF Trust -1,408 -100.0%
WFC -373 -100.0%
MINT -191 -22.6%
iSHARES TRUST -136 -100.0%
SCHV -40 -50.6%
VTAK -15 -100.0%
SCHM -14 -36.8%
XLK -6 -11.3%
WFC -5 -100.0%
XLV -1 -0.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type