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CTC Alternative Strategies Portfolio holdings

AUM $69.3M
1-Year Est. Return 51.76%
This Fund
S&P 500
This Quarter Est. Return
+1.31%
1 Year Est. Return
+51.76%
3 Year Est. Return
+111.25%
5 Year Est. Return
10 Year Est. Return
AUM
$80.3M
AUM Growth
Cap. Flow
+$79.2M
Cap. Flow %
98.63%
Top 10 Hldgs %
39.37%
Holding
168
New
166
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 37.01%
2 Technology 10.36%
3 Industrials 8.16%
4 Consumer Discretionary 7.96%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LQD icon
1
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
$18.4M 22.84%
+169,700
New +$18.4M
KRE icon
2
State Street SPDR S&P Regional Banking ETF
KRE
$4.23B
$2.37M 2.95%
+58,000
New +$2.38M
CVX icon
3
Chevron
CVX
$415B
$2.24M 2.79%
+14,250
New +$2.28M
IYR icon
4
iShares US Real Estate ETF
IYR
$4.25B
$2.01M 2.5%
+23,250
New +$1.95M
CMG icon
5
Chipotle Mexican Grill
CMG
$42.4B
$1.28M 1.6%
+30,000
New +$1.19M
DELL icon
6
Dell
DELL
$374B
$1.15M 1.43%
+21,220
New +$976K
AZO icon
7
AutoZone
AZO
$46.4B
$1.12M 1.4%
+450
New +$1.15M
SNPS icon
8
Synopsys
SNPS
$73B
$1.07M 1.33%
+2,450
New +$987K
CDNS icon
9
Cadence Design Systems
CDNS
$77.3B
$1.02M 1.27%
+4,350
New +$947K
XLF icon
10
State Street Financial Select Sector SPDR ETF
XLF
$53.4B
$1.01M 1.26%
+30,050
New +$981K
TGT icon
11
Target
TGT
$72.6B
$963K 1.2%
+7,300
New +$1.08M
VMW
12
DELISTED
VMware, Inc
VMW
$963K 1.2%
+6,700
New +$869K
ABBV icon
13
AbbVie
ABBV
$467B
$930K 1.16%
+6,900
New +$1.01M
XLY icon
14
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.2B
$905K 1.13%
+10,660
New +$816K
LULU icon
15
lululemon athletica
LULU
$11B
$889K 1.11%
+2,350
New +$867K
VEA icon
16
Vanguard FTSE Developed Markets ETF
VEA
$236B
$861K 1.07%
+18,650
New +$858K
MMM icon
17
3M
MMM
$84.9B
$861K 1.07%
+10,286
New +$874K
XLV icon
18
State Street Health Care Select Sector SPDR ETF
XLV
$43.8B
$816K 1.02%
+6,150
New +$811K
ORLY icon
19
O'Reilly Automotive
ORLY
$68.7B
$812K 1.01%
+12,750
New +$779K
BKNG icon
20
Booking.com
BKNG
$128B
$810K 1.01%
+7,500
New +$792K
ES icon
21
Eversource Energy
ES
$26B
$766K 0.95%
+10,800
New +$804K
IFF icon
22
International Flavors & Fragrances
IFF
$21.7B
$748K 0.93%
+9,400
New +$809K
EMR icon
23
Emerson Electric
EMR
$82.2B
$741K 0.92%
+8,200
New +$690K
ACI icon
24
Albertsons Companies
ACI
$6.1B
$731K 0.91%
+33,500
New +$697K
PG icon
25
Procter & Gamble
PG
$343B
$706K 0.88%
+4,650
New +$701K

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CTC Alternative Strategies's Q2 2023 Portfolio in Review

As of Q2 2023, CTC Alternative Strategies held 168 positions worth $80.3M. Its ten largest holdings account for 39% of the portfolio.

CTC Alternative Strategies deployed $79.2M of net new capital in Q2 2023, opening 166 new positions. Its largest new stake was iShares iBoxx $ Investment Grade Corporate Bond ETF: 169,700 shares worth $18.4M.

By sector, the portfolio is most concentrated in Miscellaneous at 37% of assets, followed by Technology and Industrials.

  • CTC Alternative Strategies's largest Q2 2023 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 169,700 shares worth $18.4M.
  • CTC Alternative Strategies's ten largest holdings make up 39% of its $80.3M portfolio in Q2 2023.
  • CTC Alternative Strategies opened 166 new positions and closed 0 in Q2 2023.

Based on CTC Alternative Strategies's 13F filing for Q2 2023, filed 23 Aug 2023.