Institutional investor · Portfolio as of Q4 2020
Quarterly Portfolio Change
&PARTNERS manages $119M across 143 positions as of Q4 2020. Top holdings: IJH (7.2%), IJR (7.2%), AAPL (6.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 21 new positions, 10 exits, 55 increased. Top move: IJH (INCREASED, conviction 61). Portfolio: $119M across 143 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.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile