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CTC Alternative Strategies Portfolio holdings

AUM $44M
1-Year Est. Return 43.15%
This Fund
S&P 500
This Quarter Est. Return
-1.08%
1 Year Est. Return
+43.15%
3 Year Est. Return
+76.07%
5 Year Est. Return
10 Year Est. Return
AUM
$37.4M
AUM Growth
-$12.7M
Cap. Flow
-$11.8M
Cap. Flow %
-31.71%
Top 10 Hldgs %
74.77%
Holding
156
New
27
Increased
6
Reduced
13
Closed
97

Sector Composition

Rank Sector Weight
1 Communication Services 13.89%
2 Real Estate 11.45%
3 Financials 4.87%
4 Healthcare 4.46%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MPC icon
26
Marathon Petroleum
MPC
$92.4B
$271K 0.73%
+5,300
New +$255K
UAL icon
27
United Airlines
UAL
$39.4B
$257K 0.69%
3,820
+206
+6% +$14K
XOM icon
28
ExxonMobil
XOM
$644B
$242K 0.65%
+2,850
New +$253K
RTX icon
29
RTX Corp
RTX
$290B
$240K 0.64%
+3,257
New +$243K
IVR icon
30
Invesco Mortgage Capital
IVR
$759M
$233K 0.62%
1,500
PMT
31
PennyMac Mortgage Investment
PMT
$822M
$213K 0.57%
10,000
LO
32
DELISTED
LORILLARD INC COM STK
LO
$209K 0.56%
3,200
-2,200
-41% -$146K
CVS icon
33
CVS Health
CVS
$133B
$201K 0.54%
+1,950
New +$197K
VVX icon
34
V2X
VVX
$2.83B
$200K 0.54%
7,855
EVV
35
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
$162K 0.43%
11,273
-24,847
-69% -$353K
AVID
36
DELISTED
Avid Technology Inc
AVID
$158K 0.42%
+10,600
New +$152K
VTA
37
DELISTED
INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND
VTA
$132K 0.35%
11,034
-40,706
-79% -$482K
JAKK icon
38
Jakks Pacific
JAKK
$301M
$131K 0.35%
1,910
-880
-32% -$57K
VVR icon
39
Invesco Senior Income Trust
VVR
$457M
$128K 0.34%
27,055
-79,905
-75% -$369K
SVU
40
DELISTED
SUPERVALU Inc.
SVU
$119K 0.32%
1,457
-214
-13% -$15.4K
DSU icon
41
BlackRock Debt Strategies Fund
DSU
$593M
$115K 0.31%
10,252
-22,941
-69% -$256K
BRW
42
Saba Capital Income & Opportunities Fund
BRW
$336M
$111K 0.3%
10,045
-29,395
-75% -$317K
CRC
43
DELISTED
California Resources Corporation
CRC
$107K 0.29%
1,410
-10
-0.7% -$612
MFIC icon
44
MidCap Financial Investment
MFIC
$787M
$90.6K 0.24%
3,933
GLUU
45
DELISTED
Glu Mobile Inc.
GLUU
$84.2K 0.23%
16,800
CPRX
46
DELISTED
Catalyst Pharmaceutical
CPRX
$77.9K 0.21%
+18,000
New +$64.9K
MTSN
47
DELISTED
MATTSON TECHNOLOGY INC
MTSN
$76K 0.2%
+19,300
New +$76K
NEO icon
48
NeoGenomics
NEO
$1.96B
$63.5K 0.17%
+13,600
New +$59.1K
CRIS icon
49
Curis
CRIS
$9.78M
$54.7K 0.15%
+11
New +$53.1K
DRRX
50
DELISTED
DURECT Corp
DRRX
$52.9K 0.14%
+2,770
New +$32.9K

Similar funds

CTC Alternative Strategies's Q1 2015 Portfolio in Review

As of Q1 2015, CTC Alternative Strategies held 156 positions worth $37.4M, down 25% from $50M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

CTC Alternative Strategies withdrew a net $11.8M in Q1 2015, closing 97 positions and reducing 13 holdings. Its most notable exit was BlackRock Municipal 2030 Target Term Trust, an estimated $1.14M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 14% of assets, down from 17% a quarter earlier, followed by Real Estate and Financials.

Against the trend, CTC Alternative Strategies opened a new position in State Street Energy Select Sector SPDR ETF worth $3.24M.

  • CTC Alternative Strategies's largest Q1 2015 buy was State Street Energy Select Sector SPDR ETF: 83,400 shares worth $3.24M.
  • CTC Alternative Strategies added most to COMCAST CORP SPL A (NEW) in Q1 2015, an estimated $4.65M increase.
  • CTC Alternative Strategies's biggest Q1 2015 reduction was News Corp Class B, cutting an estimated $993K.
  • CTC Alternative Strategies fully exited BlackRock Municipal 2030 Target Term Trust in Q1 2015, selling an estimated $1.14M.
  • CTC Alternative Strategies's ten largest holdings make up 75% of its $37.4M portfolio in Q1 2015.
  • CTC Alternative Strategies opened 27 new positions and closed 97 in Q1 2015.
  • CTC Alternative Strategies's portfolio value fell 25% quarter-over-quarter to $37.4M.

Based on CTC Alternative Strategies's 13F filing for Q1 2015, filed 12 May 2015.