PL

PhaseCapital LP

13F
PhaseCapital LP
Last update 2018-11-07 15 Stocks (2 new)
Value $45.00 Mil Turnover 54 %
Countries:
Top Holdings:
Summary Stock Picks Current Portfolio
PhaseCapital LP Top Holdings of 2018-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BKLN
Invesco Senior Loan ETF
497,432
11,525.0
New Holding
25.500
+25.50%
0.200
+4.26%
+3.22%
6,929.7
 
SRLN
SPDR Blackstone Senior Loan ETF
243,146
11,513.0
+7.40%
25.470
+1.75%
0.100
+4.54%
+3.25%
6,818.0
 
XLV
Health Care Select Sector SPDR
68,930
6,559.0
+1,180.51%
14.510
+13.38%
0.020
-4.88%
-0.65%
34,481.0
 
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
33,838
3,966.0
+81.87%
8.770
+3.95%
0.030
+16.04%
-0.92%
22,984.2
 
GLD
SPDR Gold Shares ETF
31,600
3,564.0
-0.63%
7.890
-0.10%
0.010
+7.23%
+26.85%
102,309.8
 
XLK
Technology Select Sector SPDR ETF
44,936
3,385.0
+330.67%
7.490
+5.75%
0.010
+31.84%
+10.89%
80,789.0
 
DXJ
WisdomTree Japan Hedged Equity Fund
28,400
1,646.0
+184.00%
3.640
+2.36%
0.100
+13.93%
+5.63%
3,534.2
 
XLE
The Energy Select Sector SPDR Fund
7,904
599.0
-83.26%
1.330
-12.16%
0.000
+1.15%
+3.23%
27,564.9
 
XLU
Utilities Select Sector SPDR ETF
8,384
441.0
-4.71%
0.980
-0.09%
0.000
+4.42%
+9.65%
19,025.5
 
XLI
Industrial Select Sector SPDR
5,243
411.0
-16.07%
0.910
-0.29%
0.000
+19.09%
+14.10%
22,275.5
 

PhaseCapital LP's Historical Top Holdings Breakdowns

PhaseCapital LP Total Holding History ($B)

To

PhaseCapital LP's Asset Allocation

To

PhaseCapital LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PhaseCapital LP's Hypothetical Growth since 2018-09-30

PhaseCapital LP's Yearly Returns

Year Portfolio % % Excess Gain %

PhaseCapital LP's Holdings Heat Map

Size field:

PhaseCapital LP's Holdings Bubble Chart

PhaseCapital LP News

  • 1

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