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ACM

Argentus Capital Management Portfolio holdings

AUM $284M
1-Year Est. Return 12.72%
This Fund
S&P 500
This Quarter Est. Return
+3.01%
1 Year Est. Return
+12.72%
3 Year Est. Return
+30.79%
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$48.5M
Cap. Flow
-$54M
Cap. Flow %
-23.02%
Top 10 Hldgs %
23.66%
Holding
700
New
81
Increased
178
Reduced
322
Closed
94
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HYG icon
1
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$15M 6.39%
176,952
+28,351
+19% +$2.36M
JNK icon
2
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.36B
$15M 6.38%
139,935
+20,767
+17% +$2.18M
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$139B
$4.92M 2.1%
43,723
-5,326
-11% -$591K
META icon
4
Meta Platforms (Facebook)
META
$1.64T
$4.16M 1.77%
36,410
-16,250
-31% -$1.87M
SJNK icon
5
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$4.06M 1.73%
150,516
+15,697
+12% +$416K
SFM icon
6
Sprouts Farmers Market
SFM
$7.13B
$2.97M 1.26%
129,591
-16,646
-11% -$426K
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.57M 1.09%
12,264
+3,003
+32% +$623K
IWM icon
8
iShares Russell 2000 ETF
IWM
$82.2B
$2.39M 1.02%
20,783
+9,206
+80% +$1.04M
IWF icon
9
iShares Russell 1000 Growth ETF
IWF
$123B
$2.27M 0.97%
90,328
+5,340
+6% +$133K
IJH icon
10
iShares Core S&P Mid-Cap ETF
IJH
$122B
$2.22M 0.95%
74,330
-3,145
-4% -$92.2K
XOM icon
11
ExxonMobil
XOM
$611B
$2.12M 0.9%
22,618
+4,320
+24% +$382K
VCSH icon
12
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$2.05M 0.87%
25,382
-2,297
-8% -$184K
AMZN icon
13
Amazon
AMZN
$2.66T
$1.81M 0.77%
50,700
-19,800
-28% -$670K
SCHD icon
14
Schwab US Dividend Equity ETF
SCHD
$100B
$1.8M 0.77%
130,131
-25,170
-16% -$339K
VIG icon
15
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.75M 0.75%
21,060
-36,178
-63% -$2.96M
MSFT icon
16
Microsoft
MSFT
$2.93T
$1.65M 0.7%
32,276
-10,936
-25% -$568K
AAPL icon
17
Apple
AAPL
$4.9T
$1.59M 0.68%
66,624
-33,800
-34% -$840K
IFLN
18
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$309M
$1.56M 0.67%
84,932
+78,458
+1,212% +$1.42M
ALNT icon
19
Allient
ALNT
$1.49B
$1.53M 0.65%
98,760
VOO icon
20
Vanguard S&P 500 ETF
VOO
$974B
$1.52M 0.65%
7,886
-357
-4% -$68K
JNJ icon
21
Johnson & Johnson
JNJ
$609B
$1.47M 0.63%
12,149
+774
+7% +$87.9K
BSJJ
22
DELISTED
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
$1.43M 0.61%
60,258
-7,637
-11% -$179K
SPY icon
23
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$1.4M 0.6%
6,700
-1,700
-20% -$353K
BSJI
24
DELISTED
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
$1.4M 0.6%
56,237
-6,386
-10% -$157K
QQQ icon
25
Invesco QQQ Trust
QQQ
$466B
$1.33M 0.57%
12,388
+577
+5% +$62.3K

Similar funds

Argentus Capital Management's Q2 2016 Portfolio in Review

As of Q2 2016, Argentus Capital Management held 700 positions worth $235M, down 17% from $283M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Argentus Capital Management withdrew a net $54M in Q2 2016, closing 94 positions and reducing 322 holdings. Its most notable exit was WisdomTree International SmallCap Dividend Fund, an estimated $2.68M position sold in full.

By sector, the portfolio is most concentrated in Technology at 5.9% of assets, up from 5.6% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Argentus Capital Management opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF worth $933K.

  • Argentus Capital Management's largest Q2 2016 buy was State Street SPDR Portfolio S&P 500 High Dividend ETF: 27,820 shares worth $933K.
  • Argentus Capital Management added most to iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016, an estimated $2.36M increase.
  • Argentus Capital Management's biggest Q2 2016 reduction was State Street Energy Select Sector SPDR ETF, cutting an estimated $3.8M.
  • Argentus Capital Management fully exited WisdomTree International SmallCap Dividend Fund in Q2 2016, selling an estimated $2.68M.
  • Argentus Capital Management's ten largest holdings make up 24% of its $235M portfolio in Q2 2016.
  • Argentus Capital Management opened 81 new positions and closed 94 in Q2 2016.
  • Argentus Capital Management's portfolio value fell 17% quarter-over-quarter to $235M.

Based on Argentus Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.