Institutional investor · Portfolio as of Q1 2019
&PARTNERS manages $69.9M across 147 positions as of Q1 2019. Top holdings: AAPL (5.4%), CBRL (3.5%), V (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 147 new positions, 0 exits, 0 increased. Top move: AAPL (NEW, conviction 82). Portfolio: $70M across 147 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile