Location
Los Angeles, CA
Holdings as of
6/30/2021
Date filed
7/16/2021
Form type
13F-HR
Num holdings
160
Total value ($000)
$2,226,463
Net value change ($000)
+172,292 (8.4%)
New positions
17
Sold out positions
21
Turnover %
3.3%
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 Q1 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)
GSLC 37,107 13.7%
AGG 31,798 19.6%
MTUM 20,003 19.7%
VLUE 10,867 9.8%
MUB 9,424 63.0%
FCX 7,991 NEW
IGM 7,733 12.7%
AAPL 7,073 17.3%
XLV 7,035 11.3%
SPDW 6,184 4.5%
Top Reduces (Value $000, Stocks/ETFs)
BSCL -25,405 -100.0%
CI -7,991 -100.0%
iSHARES TRUST -3,710 -100.0%
iSHARES TRUST -2,498 -100.0%
BKR -1,725 -100.0%
PROOFPOINT INC -1,721 -100.0%
DOCU -1,718 -100.0%
FPE -1,597 -100.0%
MKTX -1,542 -100.0%
WBD -1,279 -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