Institutional investor · Portfolio as of Q2 2021
Quarterly Portfolio Change
&PARTNERS manages $154.5M across 179 positions as of Q2 2021. Top holdings: IJR (7.8%), IJH (7.5%), AAPL (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 27 new positions, 4 exits, 68 increased. Top move: IJR (INCREASED, conviction 57). Portfolio: $155M across 179 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
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