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CHFS

Cobble Hill Financial Services Portfolio holdings

AUM $541M
1-Year Est. Return 8.99%
This Fund
S&P 500
This Quarter Est. Return
-2.36%
1 Year Est. Return
+8.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
Cap. Flow
+$510M
Cap. Flow %
103.61%
Top 10 Hldgs %
56.94%
Holding
66
New
66
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 0.23%
2 Financials 0.2%
3 Consumer Staples 0.11%
4 Energy 0.09%
5 Materials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EEM icon
1
iShares MSCI Emerging Markets ETF
EEM
$28B
$40.3M 8.19%
+1,046,700
New +$43.4M
IWP icon
2
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$32.7M 6.64%
+910,400
New +$32.5M
RWR icon
3
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$32.4M 6.59%
+426,900
New +$34.2M
IJK icon
4
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$29.6M 6.02%
+920,000
New +$29.9M
QQQ icon
5
Invesco QQQ Trust
QQQ
$466B
$27.6M 5.61%
+387,650
New +$27.7M
IWF icon
6
iShares Russell 1000 Growth ETF
IWF
$123B
$24.7M 5.01%
+1,356,000
New +$24.8M
VIG icon
7
Vanguard Dividend Appreciation ETF
VIG
$111B
$24.4M 4.95%
+367,900
New +$24.7M
IYR icon
8
iShares US Real Estate ETF
IYR
$4.83B
$24.1M 4.9%
+363,000
New +$25.7M
IWD icon
9
iShares Russell 1000 Value ETF
IWD
$81.9B
$22.7M 4.62%
+271,500
New +$22.6M
VYM icon
10
Vanguard High Dividend Yield ETF
VYM
$80B
$21.7M 4.42%
+385,500
New +$21.8M
ILF icon
11
iShares Latin America 40 ETF
ILF
$3.71B
$19.7M 4%
+535,500
New +$22M
EPP icon
12
iShares MSCI Pacific ex Japan ETF
EPP
$2.16B
$19.3M 3.93%
+449,200
New +$21.6M
DVY icon
13
iShares Select Dividend ETF
DVY
$23.8B
$16.4M 3.33%
+256,300
New +$16.6M
HDV
14
iShares Core High Dividend ETF
HDV
$14.2B
$16.3M 3.32%
+1,230,000
New +$16.6M
SDY icon
15
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$14.8M 3%
+222,800
New +$15M
EFA icon
16
iShares MSCI EAFE ETF
EFA
$76.5B
$14.7M 2.98%
+256,200
New +$15.5M
DWX icon
17
State Street SPDR S&P International Dividend ETF
DWX
$525M
$12.4M 2.52%
+283,750
New +$13.7M
EWW icon
18
iShares MSCI Mexico ETF
EWW
$1.87B
$9.7M 1.97%
+148,750
New +$10.3M
IDV icon
19
iShares International Select Dividend ETF
IDV
$8.28B
$8.67M 1.76%
+272,500
New +$9.39M
EWC icon
20
iShares MSCI Canada ETF
EWC
$6.08B
$8.11M 1.65%
+310,000
New +$8.54M
VEU icon
21
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$7.62M 1.55%
+172,200
New +$8.06M
IWR icon
22
iShares Russell Mid-Cap ETF
IWR
$56.6B
$6.88M 1.4%
+212,000
New +$6.87M
SPY icon
23
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$6.68M 1.36%
+41,630
New +$6.71M
IVE icon
24
iShares S&P 500 Value ETF
IVE
$48.8B
$5.68M 1.15%
+75,000
New +$5.69M
ACWX icon
25
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$4.88M 0.99%
+120,000
New +$5.18M

Similar funds

Cobble Hill Financial Services's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Cobble Hill Financial Services, which disclosed 66 positions worth $492M. Its ten largest holdings account for 57% of the portfolio.

Its largest position is iShares MSCI Emerging Markets ETF: 1,046,700 shares worth $40.3M.

By sector, the portfolio is most concentrated in Technology at 0.23% of assets, followed by Financials and Consumer Staples.

  • Cobble Hill Financial Services's largest Q2 2013 buy was iShares MSCI Emerging Markets ETF: 1,046,700 shares worth $40.3M.
  • Cobble Hill Financial Services's ten largest holdings make up 57% of its $492M portfolio in Q2 2013.
  • Cobble Hill Financial Services disclosed 66 positions in Q2 2013, its first 13F filing on record.

Based on Cobble Hill Financial Services's 13F filing for Q2 2013, filed 16 Aug 2013.