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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2021-03-03 (Q4 2020) | Holdings: 11 | Value: $157.0M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | New Purchase | 50.31% | $79.0M | +147.04% | +3.58% | +34.82% | |
| AMZN - AMAZON COM INC | New Purchase | 28.90% | $45.4M | +78.61% | +6.45% | -3.29% | |
| MSFT - MICROSOFT CORP | New Purchase | 9.42% | $14.8M | +89.67% | +10.86% | +28.88% | |
| GOOGL - ALPHABET INC | New Purchase | 3.29% | $5.2M | +288.96% | +18.80% | +30.93% | |
| COST - COSTCO WHSL CORP NEW | New Purchase | 2.56% | $4.0M | +226.94% | +20.09% | +63.67% | |
| GOOG - ALPHABET INC | New Purchase | 1.67% | $2.6M | +285.44% | +21.17% | +30.60% | |
| V - VISA INC | New Purchase | 1.62% | $2.5M | +55.57% | +6.72% | -6.68% | |
| MA - MASTERCARD INCORPORATED | New Purchase | 1.37% | $2.2M | +42.49% | +1.76% | -7.69% | |
| MGK - VANGUARD WORLD FD | New Purchase | 0.38% | $603.0K | +126.46% | +9.94% | +10.06% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | New Purchase | 0.29% | $448.0K | -44.87% | +13.00% | +1.27% | |
| DVY - ISHARES TR | New Purchase | 0.18% | $285.0K | +69.52% | +13.77% | +19.34% | |