Location
Los Angeles, CA
Holdings as of
12/31/2020
Date filed
1/13/2021
Form type
13F-HR
Num holdings
156
Total value ($000)
$1,851,681
Net value change ($000)
+240,248 (14.9%)
New positions
14
Sold out positions
8
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

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)
AGG 65,605 115.6%
XLI 54,994 10279.3%
GSLC 25,583 11.4%
SPDW 19,940 19.3%
VLUE 14,001 17.3%
MTUM 10,421 12.4%
DIS 7,646 27.5%
SLYG 7,223 28.4%
AMAT 5,968 22.1%
AIY 5,729 20.1%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -48,464 -98.0%
FPEI -29,066 -98.7%
BSCL -2,128 -6.7%
LOW -1,399 -4.5%
VCLT -1,135 -100.0%
Invesco Exchange-Traded Self-Indexed Fund Trust -375 -100.0%
GSY -319 -100.0%
WisdomTree Trust -294 -28.0%
SHY -276 -100.0%
RPG -248 -8.3%
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.
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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