Institutional investor · Portfolio as of Q4 2021
Quarterly Portfolio Change
&PARTNERS manages $165.9M across 180 positions as of Q4 2021. Top holdings: IJR (8.1%), IJH (8.1%), AAPL (6.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 13 new positions, 13 exits, 54 increased. Top move: DVY (INCREASED, conviction 61). Portfolio: $166M 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