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WVP

Worth Venture Partners Portfolio holdings

AUM $31.6M
1-Year Est. Return 28.5%
This Fund
S&P 500
This Quarter Est. Return
+2.27%
1 Year Est. Return
+28.5%
3 Year Est. Return
+102.5%
5 Year Est. Return
+128.77%
10 Year Est. Return
AUM
$93.5M
AUM Growth
Cap. Flow
+$86.6M
Cap. Flow %
92.64%
Top 10 Hldgs %
51.56%
Holding
120
New
112
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Real Estate 9.72%
2 Financials 6.23%
3 Industrials 5.78%
4 Communication Services 5.45%
5 Technology 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VCSH icon
1
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$2.62M 2.8%
+33,000
New +$2.63M
SPSB icon
2
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$2.5M 2.68%
+82,000
New +$2.51M
CTO
3
CTO Realty Growth
CTO
$743M
$1.72M 1.83%
+118,260
New +$1.68M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.9T
$1.53M 1.64%
+39,700
New +$1.55M
ORM
5
DELISTED
Owens Realty Mortgage, Inc.
ORM
$1.5M 1.6%
+80,893
New +$1.46M
DSPG
6
DELISTED
DSP Group Inc
DSPG
$1.29M 1.38%
+99,146
New +$1.14M
RLH
7
DELISTED
Red Lions Hotel Corporation
RLH
$1.21M 1.3%
+145,018
New +$1.25M
NXST icon
8
Nexstar Media Group
NXST
$5.6B
$1.21M 1.29%
+19,060
New +$1.09M
LSI
9
DELISTED
Life Storage, Inc.
LSI
$1.13M 1.21%
+19,892
New +$1.1M
AVHI
10
DELISTED
A V Homes, Inc.
AVHI
$1.05M 1.13%
+66,713
New +$1.08M
HAWK
11
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
$1.04M 1.12%
+27,696
New +$986K
RPT
12
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$1.03M 1.11%
+62,280
New +$1.06M
WFC icon
13
Wells Fargo
WFC
$261B
$1.03M 1.1%
+18,703
New +$940K
DEA
14
Easterly Government Properties
DEA
$1.18B
$982K 1.05%
+19,620
New +$937K
MTSI icon
15
MACOM Technology Solutions
MTSI
$20.4B
$982K 1.05%
+21,228
New +$927K
KRG icon
16
Kite Realty
KRG
$5.95B
$979K 1.05%
+41,691
New +$1.03M
NRE
17
DELISTED
NorthStar Realty Europe Corp.
NRE
$953K 1.02%
+75,776
New +$831K
DY icon
18
Dycom Industries
DY
$12.9B
$892K 0.95%
+11,112
New +$899K
UPS icon
19
United Parcel Service
UPS
$97.6B
$880K 0.94%
+7,680
New +$865K
QTS
20
DELISTED
QTS REALTY TRUST, INC.
QTS
$858K 0.92%
+17,264
New +$834K
C icon
21
Citigroup
C
$222B
$852K 0.91%
+14,329
New +$773K
MBUU icon
22
Malibu Boats
MBUU
$544M
$789K 0.84%
+41,358
New +$696K
VRTX icon
23
PUT
Vertex Pharmaceuticals
VRTX
$121B
$772K 0.83%
+38,800
New +$3.16M
RMR icon
24
The RMR Group
RMR
$342M
$756K 0.81%
+19,128
New +$742K
ANGI icon
25
Angi Inc
ANGI
$224M
$755K 0.81%
+9,174
New +$782K

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Worth Venture Partners's Q4 2016 Portfolio in Review

Q4 2016 is the first quarter with a 13F filing on record for Worth Venture Partners, which disclosed 120 positions worth $93.5M. Its ten largest holdings account for 52% of the portfolio.

Its largest position is Vanguard Short-Term Corporate Bond ETF: 33,000 shares worth $2.62M.

By sector, the portfolio is most concentrated in Real Estate at 9.7% of assets, followed by Financials and Industrials.

  • Worth Venture Partners's largest Q4 2016 buy was Vanguard Short-Term Corporate Bond ETF: 33,000 shares worth $2.62M.
  • Worth Venture Partners's ten largest holdings make up 52% of its $93.5M portfolio in Q4 2016.
  • Worth Venture Partners disclosed 120 positions in Q4 2016, its first 13F filing on record.

Based on Worth Venture Partners's 13F filing for Q4 2016, filed 15 Feb 2017.