Institutional investor · Portfolio as of Q3 2021
Quarterly Portfolio Change
&PARTNERS manages $157.3M across 180 positions as of Q3 2021. Top holdings: IJR (7.8%), IJH (7.6%), AAPL (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 10 new positions, 9 exits, 57 increased. Top move: KO (INCREASED, conviction 66). Portfolio: $157M across 180 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