Institutional investor · Portfolio as of Q1 2021
Quarterly Portfolio Change
&PARTNERS manages $137.4M across 156 positions as of Q1 2021. Top holdings: IJR (8.0%), IJH (7.7%), AAPL (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 22 new positions, 9 exits, 56 increased. Top move: IJR (INCREASED, conviction 59). Portfolio: $137M across 156 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