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QC

QCM Cayman Portfolio holdings

AUM $3.63M
1-Year Est. Return 61.13%
This Fund
S&P 500
This Quarter Est. Return
+8.21%
1 Year Est. Return
+61.13%
3 Year Est. Return
+73.96%
5 Year Est. Return
+201.51%
10 Year Est. Return
+206.3%
AUM
$38.7M
AUM Growth
+$5.7M
Cap. Flow
+$4.89M
Cap. Flow %
12.64%
Top 10 Hldgs %
23.14%
Holding
190
New
83
Increased
12
Reduced
21
Closed
73

Sector Composition

Rank Sector Weight
1 Technology 8.51%
2 Communication Services 5.52%
3 Consumer Discretionary 5.49%
4 Healthcare 5.39%
5 Financials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BB icon
126
BlackBerry
BB
$4.98B
-19,447
Closed -$164K
BBVA icon
127
Banco Bilbao Vizcaya Argentaria
BBVA
$154B
-10,924
Closed -$57K
BGC icon
128
BGC Group
BGC
$5.45B
-10,024
Closed -$48K
BKLN icon
129
Invesco Senior Loan ETF
BKLN
$6.97B
-35,354
Closed -$782K
BND icon
130
Vanguard Total Bond Market
BND
$157B
-2,370
Closed -$201K
BBBY
131
Bed Bath & Beyond
BBBY
$481M
-3,626
Closed -$218K
CIG icon
132
CEMIG Preferred Shares
CIG
$6.26B
-59,137
Closed -$71K
CMCM
133
Cheetah Mobile
CMCM
$86.6M
-3,697
Closed -$42K
CWB icon
134
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
-3,638
Closed -$303K
CX icon
135
Cemex
CX
$17.1B
-17,096
Closed -$119K
DB icon
136
Deutsche Bank
DB
$69B
-10,256
Closed -$123K
EDU icon
137
New Oriental
EDU
$9.37B
-1,513
Closed -$212K
ELP
138
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
-7,368
Closed -$37K
EMLC icon
139
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
-7,302
Closed -$224K
ERIC icon
140
Ericsson
ERIC
$32.2B
-14,290
Closed -$188K
ESGU icon
141
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
-2,804
Closed -$255K
EWG icon
142
iShares MSCI Germany ETF
EWG
$1.59B
-26,044
Closed -$871K
EWU icon
143
iShares MSCI United Kingdom ETF
EWU
$4.14B
-30,976
Closed -$970K
EZU icon
144
iShare MSCI Eurozone ETF
EZU
$9.64B
-7,038
Closed -$327K
F icon
145
Ford
F
$58.5B
-14,864
Closed -$182K
FRHC icon
146
Freedom Holding
FRHC
$9.63B
-5,352
Closed -$286K
FTEK icon
147
Fuel Tech
FTEK
$43.9M
-21,570
Closed -$68K
GE icon
148
GE Aerospace
GE
$374B
-2,838
Closed -$186K
GEVO icon
149
Gevo
GEVO
$360M
-10,436
Closed -$102K
GLBS icon
150
Globus Maritime Ltd
GLBS
$61.9M
-14,208
Closed -$67K

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QCM Cayman's Q2 2021 Portfolio in Review

As of Q2 2021, QCM Cayman held 190 positions worth $38.7M, up 17% from $33M the previous quarter. Its ten largest holdings account for 23% of the portfolio.

QCM Cayman deployed $4.89M of net new capital in Q2 2021, opening 83 new positions and adding to 12 existing holdings. Its largest new stake was ProShares Short S&P500: 18,733 shares worth $1.15M.

By sector, the portfolio is most concentrated in Technology at 8.5% of assets, up from 2.2% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was iShares MSCI Emerging Markets ETF, an estimated $1.24M trimmed.

  • QCM Cayman's largest Q2 2021 buy was ProShares Short S&P500: 18,733 shares worth $1.15M.
  • QCM Cayman added most to State Street Real Estate Select Sector SPDR ETF in Q2 2021, an estimated $719K increase.
  • QCM Cayman's biggest Q2 2021 reduction was iShares MSCI Emerging Markets ETF, cutting an estimated $1.24M.
  • QCM Cayman fully exited iShares MSCI United Kingdom ETF in Q2 2021, selling an estimated $970K.
  • QCM Cayman's ten largest holdings make up 23% of its $38.7M portfolio in Q2 2021.
  • QCM Cayman opened 83 new positions and closed 73 in Q2 2021.
  • QCM Cayman's portfolio value rose 17% quarter-over-quarter to $38.7M.

Based on QCM Cayman's 13F filing for Q2 2021, filed 10 Aug 2021.