Boyer & Corporon Wealth Management, LLC
Q1 2014 13F-HR Holdings
Net value change ($000)
+13,253
(7.5%)
New positions
8
Sold out positions
4
Turnover %
10.3%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2013
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)
| Global X Funds | 2,599 | NEW |
| URS CORP NEW COM | 2,591 | NEW |
| ECH | 2,507 | NEW |
| BK | 1,660 | NEW |
| SCHE | 1,259 | 12.3% |
| TRIUMPH GROUP INC | 1,239 | NEW |
| SUNEDISON, INC. | 1,142 | 41.3% |
| PH | 1,123 | NEW |
| NVDA | 1,036 | 24.5% |
| Teledyne FLIR, LLC | 862 | 35.4% |
Top Reduces (Value $000, Stocks/ETFs)
| EWP | -2,684 | -100.0% |
| EWO | -2,267 | -100.0% |
| LLY | -2,022 | -100.0% |
| Dow Chemical Company | -1,607 | -64.7% |
| GANNETT INC | -657 | -14.1% |
| VOD | -576 | -15.2% |
| LQD | -529 | -25.1% |
| MARKET VECTORS ETF TR | -372 | -16.1% |
| AZN | -331 | -11.5% |
| CMI | -145 | -4.2% |
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 |
|---|