AlphaCore Capital LLC

Q1 2021 13F-HR Holdings

Location
La Jolla, CA
Holdings as of
3/31/2021
Date filed
5/10/2021
Form type
13F-HR
Num holdings
53
Total value ($000)
$149,552
Net value change ($000)
+15,355 (11.4%)
New positions
9
Sold out positions
14
Turnover %
57.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
IPAC 39,251 NEW
EEM 7,113 47420.0%
HERO 4,696 NEW
XT 4,599 213.3%
OBDC 2,862 31.1%
RSP 1,765 9.9%
IWV 1,563 6.3%
SCHE 390 NEW
PRFZ 362 48.7%
IJR 225 2.0%
Top Reduces (Value $000, Stocks/ETFs)
IXUS -32,975 -100.0%
ETF MANAGERS TR -6,349 -100.0%
QQQ -5,396 -34.1%
AAPL -1,038 -32.6%
BRK-B -696 -100.0%
MAS -644 -100.0%
QCOM -367 -57.9%
BLD -225 -100.0%
BRK-B -159 -100.0%
Avid Bioservices, Inc. -138 -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