Institutional investor · Portfolio as of Q1 2022
Quarterly Portfolio Change
&PARTNERS manages $178.2M across 195 positions as of Q1 2022. Top holdings: IJH (7.9%), IJR (7.9%), AAPL (6.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 25 new positions, 10 exits, 81 increased. Top move: VWO (INCREASED, conviction 62). Portfolio: $178M across 195 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.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile