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PAS

Partnervest Advisory Services Portfolio holdings

AUM $315M
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
+6.71%
1 Year Est. Return
+21.3%
3 Year Est. Return
+45.09%
5 Year Est. Return
+80.08%
10 Year Est. Return
AUM
$273M
AUM Growth
-$6.48M
Cap. Flow
+$341M
Cap. Flow %
125.1%
Top 10 Hldgs %
49.38%
Holding
285
New
30
Increased
45
Reduced
150
Closed
46

Sector Composition

Rank Sector Weight
1 Financials 4.98%
2 Technology 4.48%
3 Consumer Staples 3.38%
4 Communication Services 3.1%
5 Consumer Discretionary 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$75.1M 27.52%
233,268
+20,364
+10% +$6.27M
USMV icon
2
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$12.8M 4.7%
195,259
-11,502
-6% -$739K
VEGA icon
3
AdvisorShares STAR Global Buy-Write ETF
VEGA
$88.8M
$10.3M 3.79%
303,211
-20,746
-6% -$690K
GBIL icon
4
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.67B
$9.07M 3.33%
90,600
+1,257
+1% +$126K
JPST icon
5
JPMorgan Ultra-Short Income ETF
JPST
$40B
$6.98M 2.56%
138,494
-10,041
-7% -$507K
AAPL icon
6
Apple
AAPL
$4.81T
$5.71M 2.09%
77,748
-12,780
-14% -$822K
EFA icon
7
iShares MSCI EAFE ETF
EFA
$76.9B
$4.01M 1.47%
57,732
-861
-1% -$58.2K
MINT icon
8
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$3.67M 1.34%
36,088
+388
+1% +$39.4K
XLK icon
9
State Street Technology Select Sector SPDR ETF
XLK
$118B
$3.56M 1.31%
77,780
-8,410
-10% -$360K
JPM icon
10
JPMorgan Chase
JPM
$918B
$3.48M 1.27%
24,926
+2,957
+13% +$379K
SPHD icon
11
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.32B
$3.15M 1.15%
71,515
-7,997
-10% -$343K
PEP icon
12
PepsiCo
PEP
$184B
$2.85M 1.05%
20,879
-9,943
-32% -$1.35M
XMLV icon
13
Invesco S&P MidCap Low Volatility ETF
XMLV
$749M
$2.82M 1.03%
52,386
-4,050
-7% -$215K
XLF icon
14
State Street Financial Select Sector SPDR ETF
XLF
$55.4B
$2.66M 0.97%
86,350
+69,025
+398% +$2.03M
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$2.62M 0.96%
25,692
+3,446
+15% +$331K
MSFT icon
16
Microsoft
MSFT
$2.95T
$2.44M 0.89%
15,452
-4,152
-21% -$610K
BX icon
17
Blackstone
BX
$152B
$2.26M 0.83%
40,363
+9,269
+30% +$481K
XLP icon
18
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$2.25M 0.82%
35,666
-1,171
-3% -$72.1K
IWP icon
19
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$2.19M 0.8%
28,656
-3,206
-10% -$235K
IWM icon
20
iShares Russell 2000 ETF
IWM
$82.4B
$2.05M 0.75%
12,353
+278
+2% +$43.9K
EFAV icon
21
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.2B
$2.04M 0.75%
27,439
-1,966
-7% -$146K
AMZN icon
22
Amazon
AMZN
$2.66T
$2.01M 0.74%
21,760
-5,180
-19% -$458K
DIS icon
23
Walt Disney
DIS
$167B
$1.95M 0.72%
13,489
+119
+0.9% +$16.6K
META icon
24
Meta Platforms (Facebook)
META
$1.63T
$1.84M 0.68%
8,988
-2,659
-23% -$515K
CVGW
25
DELISTED
Calavo Growers
CVGW
$1.65M 0.61%
18,230

Similar funds

Partnervest Advisory Services's Q4 2019 Portfolio in Review

As of Q4 2019, Partnervest Advisory Services held 285 positions worth $273M, down 2.3% from $279M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Partnervest Advisory Services deployed $341M of net new capital in Q4 2019, opening 30 new positions and adding to 45 existing holdings. Its largest new stake was Vanguard Total World Stock ETF: 7,400 shares worth $599K.

By sector, the portfolio is most concentrated in Financials at 5% of assets, up from 4.1% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was State Street Consumer Discretionary Select Sector SPDR ETF, an estimated $2.19M trimmed.

  • Partnervest Advisory Services's largest Q4 2019 buy was Vanguard Total World Stock ETF: 7,400 shares worth $599K.
  • Partnervest Advisory Services added most to State Street SPDR S&P 500 ETF Trust in Q4 2019, an estimated $6.27M increase.
  • Partnervest Advisory Services's biggest Q4 2019 reduction was State Street Consumer Discretionary Select Sector SPDR ETF, cutting an estimated $2.19M.
  • Partnervest Advisory Services fully exited Sempra in Q4 2019, selling an estimated $2.24M.
  • Partnervest Advisory Services's ten largest holdings make up 49% of its $273M portfolio in Q4 2019.
  • Partnervest Advisory Services opened 30 new positions and closed 46 in Q4 2019.
  • Partnervest Advisory Services's portfolio value fell 2.3% quarter-over-quarter to $273M.

Based on Partnervest Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.