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AGU

Alpine Group USVI Portfolio holdings

AUM $23.4M
This Fund
S&P 500
This Quarter Est. Return
-5.33%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.4M
AUM Growth
-$8.39M
Cap. Flow
-$6.59M
Cap. Flow %
-28.18%
Top 10 Hldgs %
99.05%
Holding
16
New
1
Increased
Reduced
9
Closed
5

Top Buys

Rank Stock Value
1
BYND icon
Beyond Meat
BYND
+$5.47M

Sector Composition

Rank Sector Weight
1 Miscellaneous 39.93%
2 Industrials 22.77%
3 Consumer Staples 22.58%
4 Communication Services 10.2%
5 Technology 4.51%

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Alpine Group USVI's Q3 2019 Portfolio in Review

As of Q3 2019, Alpine Group USVI held 16 positions worth $23.4M, down 26% from $31.8M the previous quarter. Its ten largest holdings account for 99% of the portfolio.

Alpine Group USVI withdrew a net $6.59M in Q3 2019, closing 5 positions and reducing 9 holdings. Its most notable exit was Yeti Holdings, an estimated $1.85M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 40% of assets, down from 44% a quarter earlier, followed by Industrials and Consumer Staples.

Against the trend, Alpine Group USVI opened a new position in Beyond Meat worth $4.94M.

  • Alpine Group USVI's largest Q3 2019 buy was Beyond Meat: 1,108 shares worth $4.94M.
  • Alpine Group USVI's biggest Q3 2019 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.82M.
  • Alpine Group USVI fully exited Yeti Holdings in Q3 2019, selling an estimated $1.85M.
  • Alpine Group USVI's ten largest holdings make up 99% of its $23.4M portfolio in Q3 2019.
  • Alpine Group USVI opened 1 new position and closed 5 in Q3 2019.
  • Alpine Group USVI's portfolio value fell 26% quarter-over-quarter to $23.4M.

Based on Alpine Group USVI's 13F filing for Q3 2019, filed 11 Oct 2019.