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Southland Equity Partners Portfolio holdings

AUM $571M
1-Year Est. Return 22.77%
This Fund
S&P 500
This Quarter Est. Return
+5.87%
1 Year Est. Return
+22.77%
3 Year Est. Return
+58.59%
5 Year Est. Return
+67.58%
10 Year Est. Return
AUM
$212M
AUM Growth
+$35.8M
Cap. Flow
+$25.4M
Cap. Flow %
12%
Top 10 Hldgs %
46.56%
Holding
170
New
26
Increased
81
Reduced
38
Closed
11

Sector Composition

Rank Sector Weight
1 Technology 10.9%
2 Consumer Staples 2.67%
3 Consumer Discretionary 2.61%
4 Communication Services 1.55%
5 Financials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAPL icon
1
Apple
AAPL
$4.93T
$18.9M 8.93%
138,150
+6,317
+5% +$818K
PJAN icon
2
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
$14.8M 6.97%
455,237
+73,751
+19% +$2.37M
FDL icon
3
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.95B
$11.6M 5.47%
349,549
+76,952
+28% +$2.61M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$967B
$10.3M 4.86%
26,160
+5,064
+24% +$1.94M
QTEC icon
5
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.37B
$9.15M 4.32%
57,524
+10,518
+22% +$1.57M
FDN icon
6
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.91B
$9.11M 4.3%
37,199
+6,205
+20% +$1.42M
FVD icon
7
First Trust Value Line Dividend Fund
FVD
$8.5B
$8.87M 4.19%
223,141
+36,656
+20% +$1.46M
FTCS icon
8
First Trust Capital Strength ETF
FTCS
$8.05B
$5.81M 2.74%
76,962
+3,368
+5% +$250K
VEA icon
9
Vanguard FTSE Developed Markets ETF
VEA
$225B
$5.4M 2.55%
104,844
+24,546
+31% +$1.27M
PG icon
10
Procter & Gamble
PG
$354B
$4.75M 2.24%
35,183
-1,066
-3% -$144K
LVHB
11
DELISTED
Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
$4.26M 2.01%
122,157
+14,664
+14% +$511K
QQQ icon
12
Invesco QQQ Trust
QQQ
$442B
$4M 1.89%
11,299
+659
+6% +$222K
VUG icon
13
Vanguard Growth ETF
VUG
$214B
$3.53M 1.67%
73,818
+4,104
+6% +$186K
MTUM icon
14
iShares MSCI USA Momentum Factor ETF
MTUM
$24.3B
$3.44M 1.62%
19,849
+1,492
+8% +$253K
BOND icon
15
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.42B
$3.2M 1.51%
28,798
-8,594
-23% -$948K
PAPR icon
16
Innovator US Equity Power Buffer ETF April
PAPR
$949M
$2.88M 1.36%
101,163
+17,578
+21% +$494K
PFEB icon
17
Innovator US Equity Power Buffer ETF February
PFEB
$911M
$2.8M 1.32%
98,516
+15,087
+18% +$424K
VNQ icon
18
Vanguard Real Estate ETF
VNQ
$40.2B
$2.06M 0.97%
20,270
-177
-0.9% -$17.6K
VTV icon
19
Vanguard Value ETF
VTV
$191B
$2.04M 0.96%
14,831
+1,053
+8% +$145K
BNDX icon
20
Vanguard Total International Bond ETF
BNDX
$82.2B
$1.97M 0.93%
34,587
+5,797
+20% +$330K
FCAL icon
21
First Trust California Municipal High income ETF
FCAL
$220M
$1.92M 0.91%
34,905
-4,339
-11% -$237K
BSV icon
22
Vanguard Short-Term Bond ETF
BSV
$44.7B
$1.89M 0.89%
23,056
+3,745
+19% +$308K
MSFT icon
23
Microsoft
MSFT
$2.92T
$1.8M 0.85%
6,658
+134
+2% +$34.1K
TSLA icon
24
Tesla
TSLA
$1.2T
$1.8M 0.85%
7,947
+39
+0.5% +$8.47K
VYM icon
25
Vanguard High Dividend Yield ETF
VYM
$82B
$1.76M 0.83%
16,805
+8,329
+98% +$875K

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Southland Equity Partners's Q2 2021 Portfolio in Review

As of Q2 2021, Southland Equity Partners held 170 positions worth $212M, up 20% from $176M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Southland Equity Partners deployed $25.4M of net new capital in Q2 2021, opening 26 new positions and adding to 81 existing holdings. Its largest new stake was Amplify Junior Silver Miners ETF: 53,099 shares worth $807K.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 11% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

On the sell side, the largest reduction was PIMCO Active Bond Exchange-Traded Fund, an estimated $948K trimmed.

  • Southland Equity Partners's largest Q2 2021 buy was Amplify Junior Silver Miners ETF: 53,099 shares worth $807K.
  • Southland Equity Partners added most to First Trust Morningstar Dividend Leaders Index Fund in Q2 2021, an estimated $2.61M increase.
  • Southland Equity Partners's biggest Q2 2021 reduction was PIMCO Active Bond Exchange-Traded Fund, cutting an estimated $948K.
  • Southland Equity Partners fully exited First Trust Dorsey Wright Dynamic Focus 5 ETF in Q2 2021, selling an estimated $655K.
  • Southland Equity Partners's ten largest holdings make up 47% of its $212M portfolio in Q2 2021.
  • Southland Equity Partners opened 26 new positions and closed 11 in Q2 2021.
  • Southland Equity Partners's portfolio value rose 20% quarter-over-quarter to $212M.

Based on Southland Equity Partners's 13F filing for Q2 2021, filed 2 Jan 2024.