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Partnervest Advisory Services LLC13F | |
| Partnervest Advisory Services LLC | |
| Last update 2020-11-03 | 247 Stocks (42 new) |
| Value $299.00 Mil | Turnover 14 % |
Partnervest Advisory Services ... Top Holdings of 2020-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 173,130 | 57,979.0 | +12.25% | 19.370 | +2.11% | 0.020 | +18.80% | +8.86% | 654,366.5 | ||
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 234,140 | 23,515.0 | -11.42% | 7.860 | -1.21% | 1.120 | -0.02% | +0.15% | 6,375.2 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 212,075 | 13,516.0 | -3.06% | 4.520 | -0.16% | 0.060 | +3.98% | +5.83% | 23,840.5 | ||
AAPL | Apple Inc | 93,754 | 10,858.0 | +5.01% | 3.630 | +0.17% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
MSFT | Microsoft Corp | 39,639 | 8,337.0 | +8.68% | 2.790 | +0.22% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
XLK | Technology Select Sector SPDR ETF | 49,593 | 5,787.0 | +28.11% | 1.930 | +0.42% | 0.020 | +31.43% | +11.94% | 82,708.7 | ||
AMZN | Amazon.com Inc | 36,140 | 5,690.0 | +4.15% | 1.900 | +0.08% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
BYON | Overstock.com Inc | 68,225 | 4,957.0 | -10.47% | 1.660 | -0.09% | 0.160 | +176.34% | +129.82% | 653.5 | Retail - Cyclical | |
VEA | Vanguard FTSE Developed Markets ETF | 101,126 | 4,136.0 | +13.92% | 1.380 | +0.17% | 0.000 | +13.26% | +22.33% | 163,588.6 | ||
XLV | Health Care Select Sector SPDR | 32,317 | 3,408.0 | +17.92% | 1.140 | +0.17% | 0.010 | +0.40% | -0.94% | 33,667.6 |
Partnervest Advisory Services LLC's Historical Top Holdings Breakdowns
Partnervest Advisory Services LLC Total Holding History ($B)
Partnervest Advisory Services LLC's Asset Allocation
Partnervest Advisory Services LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Partnervest Advisory Services LLC's Hypothetical Growth since 2020-09-30
Partnervest Advisory Services LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Partnervest Advisory Services LLC's Holdings Heat Map
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Partnervest Advisory Services LLC's Holdings Bubble Chart
Partnervest Advisory Services LLC News
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