John Buckingham is CEO and Chief Investment Officer of Al Frank Asset Management; he is also the editor of the Prudent Speculator and author of The Buckingham Report. This is the Q2 portfolio update of Al Frank Funds.
As of the end of 2009, Al Frank Fund gained a cumulative of 105% over the past 10 years, while the S&P500 lost 9.1%. In the past 5 years, Al Frank Fund lost 3.1% while the S&P500 gained 2.2%.
According to the most recent filings of his investment company, Al Frank Asset Management, Inc., John Buckingham owns 269 stocks with a total value of $384 million. These are the details of the buys and sells.
This is the sector weightings of his portfolio:
These are the top 5 holdings of John Buckingham
As of the end of 2009, Al Frank Fund gained a cumulative of 105% over the past 10 years, while the S&P500 lost 9.1%. In the past 5 years, Al Frank Fund lost 3.1% while the S&P500 gained 2.2%.
According to the most recent filings of his investment company, Al Frank Asset Management, Inc., John Buckingham owns 269 stocks with a total value of $384 million. These are the details of the buys and sells.
- New Purchases: APC, BND, COV, GPC, IEF, JNK, TIP, VSEA,
- Added Positions: ACN, ADP, ALTR, ATVI, AUY, BAX, BK, CE, CHK, CIEN, CSCO, DO, EMC, ERIC, ETN, FCX, GENZ, GS, HCBK, HD, HRBN, IBM, JPM, KFT, KO, LTC, MCD, MCHP, MDC, MEOH, MOS, MRO, PBR, PM, SVU, TNP, TOT, TSN, TWI, UNTD, UTX, VFC, VZ, WAG, WFT, WM, WMB, WMT, WWE, XOM,
- Reduced Positions: AUO, BDN, CAG, COGT, COL, FFEX, FLEX, HRB, HSY, IDTI, IIIN, IPSU, IVAC, JBLU, JCS, KG, MS, NTRI, NWL, SPAR, TM, TTMI, UNT, WU,
- Sold Out: AA, ADPT, AFOP, AIR, AKAM, ALV, AMAT, AMGN, AMN, AOI, ASML, AXP, BIIB, BRS, BVF, CENT, CMO, COF, COHU, CRDN, CRN, CSPI, CVS, DDM, DSPG, ELY, ENWV, EXAR, FDX, FRPT, FRX, GME, GNA, HAL, HAYN, HOC, HOG, IR, IRF, KAMN, KBR, KEG, KEYN, KLAC, LCAV, LOW, LPX, LVS, MTZ, NE, NLY, NOK, NVLS, NWLI, NYX, PCP, PLCM, PNC, PRLS, PTEN, PVFC, RAIL, RIG, SILC, SLE, SNWL, STT, SYK, SYMM, TGT, TIII, TLGD, TRN, VLO, WTSLA, WYN, X,
This is the sector weightings of his portfolio:
| Industrials | 17.8% |
| Technology | 15.6% |
| Consumer Goods | 12.2% |
| Consumer Services | 12.1% |
| Oil & Gas | 11.5% |
| Financials | 11% |
| Health Care | 9.4% |
| Basic Materials | 7.2% |
| Telecommunications | 1.3% |
| Utilities | 0.8% |
These are the top 5 holdings of John Buckingham
- The Walt Disney Company Disney (DIS) - 156,145 shares, 1.28% of the total portfolio. Shares reduced by 1.92%
- Marathon Oil Corp. (MRO) - 147,926 shares, 1.2% of the total portfolio. Shares added by 39.58%
- McKesson Corp. (MCK) - 64,334 shares, 1.13% of the total portfolio. Shares added by 2.67%
- Yamana Gold Inc. (AUY) - 406,674 shares, 1.09% of the total portfolio. Shares added by 19.76%
- Diamond Offshore Drilling Inc. (DO) - 65,888 shares, 1.07% of the total portfolio. Shares added by 443.09%
