Institutional investor · Portfolio as of Q2 2020
Quarterly Portfolio Change
&PARTNERS manages $82.8M across 128 positions as of Q2 2020. Top holdings: AAPL (7.0%), IJH (4.9%), IJR (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 27 new positions, 43 exits, 33 increased. Top move: IJH (INCREASED, conviction 62). Portfolio: $83M across 128 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