We are live on ! Find out more
CI

Chartist Inc Portfolio holdings

AUM $139M
This Fund
S&P 500
This Quarter Est. Return
+2.69%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
Cap. Flow
+$188M
Cap. Flow %
100.51%
Top 10 Hldgs %
93.74%
Holding
43
New
43
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Materials 28.04%
2 Healthcare 0.85%
3 Consumer Discretionary 0.7%
4 Communication Services 0.44%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SHW icon
1
Sherwin-Williams
SHW
$81.7B
$52.5M 28.04%
+750,162
New +$73.1M
DIA icon
2
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
$50.3M 26.88%
+281,080
New +$49.9M
MDYG icon
3
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.8B
$33.6M 17.97%
+370,584
New +$14.9M
IWM icon
4
iShares Russell 2000 ETF
IWM
$82.2B
$24.8M 13.24%
+215,477
New +$24.3M
QQQ icon
5
Invesco QQQ Trust
QQQ
$466B
$9.06M 4.84%
+84,249
New +$9.1M
IBB icon
6
iShares Biotechnology ETF
IBB
$9.23B
$1.29M 0.69%
+15,048
New +$1.35M
XHB icon
7
State Street SPDR S&P Homebuilders ETF
XHB
$2.08B
$1.09M 0.58%
+32,566
New +$1.1M
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$110B
$1M 0.53%
+17,220
New +$982K
KRE icon
9
State Street SPDR S&P Regional Banking ETF
KRE
$4.97B
$907K 0.48%
+23,611
New +$933K
AXDX
10
DELISTED
Accelerate Diagnostics
AXDX
$899K 0.48%
+6,247
New +$838K
IYT icon
11
iShares US Transportation ETF
IYT
$2.34B
$852K 0.46%
+25,396
New +$882K
XLI icon
12
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$846K 0.45%
+15,111
New +$842K
VB icon
13
Vanguard Small-Cap ETF
VB
$79.7B
$825K 0.44%
+7,135
New +$810K
IWO icon
14
iShares Russell 2000 Growth ETF
IWO
$14.7B
$784K 0.42%
+5,718
New +$772K
KBE icon
15
State Street SPDR S&P Bank ETF
KBE
$1.56B
$722K 0.39%
+23,679
New +$750K
XLB icon
16
State Street Materials Select Sector SPDR ETF
XLB
$8.34B
$631K 0.34%
+27,236
New +$634K
IYM icon
17
iShares US Basic Materials ETF
IYM
$1.18B
$611K 0.33%
+8,044
New +$614K
VDE icon
18
Vanguard Energy ETF
VDE
$9.76B
$564K 0.3%
+5,929
New +$545K
AGN
19
DELISTED
Allergan Inc
AGN
$426K 0.23%
+1,844
New +$426K
CEF icon
20
Sprott Physical Gold and Silver Trust
CEF
$7.3B
$392K 0.21%
+28,214
New +$363K
XOP icon
21
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.48B
$347K 0.19%
+2,493
New +$342K
AMZN icon
22
Amazon
AMZN
$2.66T
$339K 0.18%
+9,480
New +$321K
SRE icon
23
Sempra
SRE
$60.3B
$324K 0.17%
+5,688
New +$301K
TZA icon
24
Direxion Daily Small Cap Bear 3x ETF
TZA
$2.07B
$324K 0.17%
+23
New +$365K
HD icon
25
Home Depot
HD
$338B
$315K 0.17%
+2,469
New +$326K

Similar funds

Chartist Inc's Q2 2016 Portfolio in Review

Q2 2016 is the first quarter with a 13F filing on record for Chartist Inc, which disclosed 43 positions worth $187M. Its ten largest holdings account for 94% of the portfolio.

Its largest position is Sherwin-Williams: 750,162 shares worth $52.5M.

By sector, the portfolio is most concentrated in Materials at 28% of assets, followed by Healthcare and Consumer Discretionary.

  • Chartist Inc's largest Q2 2016 buy was Sherwin-Williams: 750,162 shares worth $52.5M.
  • Chartist Inc's ten largest holdings make up 94% of its $187M portfolio in Q2 2016.
  • Chartist Inc disclosed 43 positions in Q2 2016, its first 13F filing on record.

Based on Chartist Inc's 13F filing for Q2 2016, filed 2 Aug 2016.