Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘18
51
21 48 27 71.2%
52
21 33 12 31.9%
53
21 57 36 141%
SCVL icon
54
Shoe Carnival
SCVL
$520M
21 57 36 16.9%
55
21 81 60 12.6%
56
20 35 15 91.6%
57
20 31 11 68.2%
58
19 135 116 84.6%
59
19 73 54 62.7%
60
19 34 15 9.65%
IYC icon
61
iShares US Consumer Discretionary ETF
IYC
$1.61B
19 50 31 119%
62
19 68 49 9.18%
63
19 56 37 55.9%
64
19 95 76 84.2%
65
19 53 34 15.9%
66
18 38 20 31%
67
17 30 13 59.1%
68
17 77 60 69.8%
69
17 51 34 71%
70
17 58 41 126%
71
17 48 31 17.5%
72
17 81 64 24.1%
73
17 127 110 42%
74
16 37 21 240%
75
16 34 18 35.1%