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Concorde Asset Management Portfolio holdings

AUM $204M
This Fund
S&P 500
This Quarter Est. Return
+3.03%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$13.8M
Cap. Flow
+$11.8M
Cap. Flow %
11.77%
Top 10 Hldgs %
44.81%
Holding
153
New
37
Increased
48
Reduced
48
Closed
15
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HYG icon
1
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$9.94M 9.88%
117,353
+65,985
+128% +$5.48M
JNK icon
2
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.05B
$8.91M 8.85%
83,300
+39,448
+90% +$4.14M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$123B
$6.38M 6.34%
213,630
+185,985
+673% +$5.45M
VOE icon
4
Vanguard Mid-Cap Value ETF
VOE
$23.8B
$5.48M 5.45%
61,543
+54,834
+817% +$4.82M
VBR icon
5
Vanguard Small-Cap Value ETF
VBR
$37.3B
$5.48M 5.44%
52,019
+46,315
+812% +$4.8M
MBB icon
6
iShares MBS ETF
MBB
$39.1B
$2.63M 2.61%
23,892
+4,284
+22% +$469K
SJNK icon
7
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.88B
$2.16M 2.14%
79,910
+41,378
+107% +$1.1M
SCHV
8
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$1.41M 1.4%
94,161
-9,024
-9% -$132K
XLK icon
9
State Street Technology Select Sector SPDR ETF
XLK
$114B
$1.37M 1.36%
63,138
-119,946
-66% -$2.6M
USMV icon
10
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$1.34M 1.34%
29,082
+6,306
+28% +$280K
XLI icon
11
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
$1.31M 1.3%
23,415
-19,636
-46% -$1.09M
GNL icon
12
Global Net Lease
GNL
$1.87B
$1.2M 1.19%
50,127
+29,799
+147% +$753K
XLU icon
13
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$1.12M 1.12%
42,852
-56,334
-57% -$1.39M
IWM icon
14
iShares Russell 2000 ETF
IWM
$80.3B
$1.05M 1.05%
9,163
-4,200
-31% -$474K
XLF icon
15
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$1.03M 1.03%
51,522
-66,119
-56% -$1.34M
IEI icon
16
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$996K 0.99%
7,822
-1,827
-19% -$230K
BIV icon
17
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$984K 0.98%
11,774
-3,377
-22% -$292K
AAPL icon
18
Apple
AAPL
$4.95T
$968K 0.96%
40,472
+8,692
+27% +$216K
IGIB icon
19
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$945K 0.94%
16,982
+1,002
+6% +$55.1K
XLP icon
20
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$926K 0.92%
16,822
-22,464
-57% -$1.19M
VCSH icon
21
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$894K 0.89%
12,068
-3,986
-25% -$320K
XLY icon
22
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.6B
$881K 0.88%
22,586
-63,662
-74% -$2.5M
GMTB
23
DELISTED
Columbia Core Bond ETF
GMTB
$872K 0.87%
17,648
-6,162
-26% -$323K
BAC icon
24
Bank of America
BAC
$436B
$869K 0.86%
64,564
+19,032
+42% +$267K
BRK.A icon
25
Berkshire Hathaway Class A
BRK.A
$1.07T
$868K 0.86%
4

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Concorde Asset Management's Q2 2016 Portfolio in Review

As of Q2 2016, Concorde Asset Management held 153 positions worth $101M, up 16% from $86.9M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Concorde Asset Management deployed $11.8M of net new capital in Q2 2016, opening 37 new positions and adding to 48 existing holdings. Its largest new stake was SPDR Gold Trust: 4,276 shares worth $541K.

By sector, the portfolio is most concentrated in Healthcare at 3.6% of assets, up from 3.2% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $7.46M trimmed.

  • Concorde Asset Management's largest Q2 2016 buy was SPDR Gold Trust: 4,276 shares worth $541K.
  • Concorde Asset Management added most to iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016, an estimated $5.48M increase.
  • Concorde Asset Management's biggest Q2 2016 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $7.46M.
  • Concorde Asset Management fully exited State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016, selling an estimated $683K.
  • Concorde Asset Management's ten largest holdings make up 45% of its $101M portfolio in Q2 2016.
  • Concorde Asset Management opened 37 new positions and closed 15 in Q2 2016.
  • Concorde Asset Management's portfolio value rose 16% quarter-over-quarter to $101M.

Based on Concorde Asset Management's 13F filing for Q2 2016, filed 20 Jul 2016.