Portfolio Strategies Inc
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 87,781
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/16/2014 | 46 | 87,781 | 13F-HR | Portfolio Strategies Inc |
| Q4 2013 | 2/20/2014 | 48 | 77,356 | 13F-HR | Portfolio Strategies Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.039 K | 5.7% | 902 | 0 | 902 |
| ETFs | 82.74 K | 94.3% | 9.523 K | 0 | 9.523 K |
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Fund Snapshot
Q1 2014
Latest filed
5/16/2014
Total value ($000)
87,781
Holdings
46
QoQ value change ($000)
10,425
(13.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.