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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2021-04-07 (Q1 2021) | Holdings: 12 | Value: $149.5K | 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 | Reduce 1% $(599.64) | 48.25% | $72.1K | +133.25% | +11.27% | +32.69% | |
| AMZN - AMAZON COM INC | 28.87% | $43.1K | +62.49% | +12.70% | -6.70% | ||
| MSFT - MICROSOFT CORP | 10.46% | $15.6K | +70.14% | +10.01% | +18.44% | ||
| GOOGL - ALPHABET INC | Reduce 2% $(146.44) | 3.97% | $5.9K | +246.16% | +10.46% | +17.75% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($29.96) | 2.54% | $3.8K | +191.40% | +12.46% | +66.58% | |
| GOOG - ALPHABET INC | Add 1% ($45.51) | 2.10% | $3.1K | +242.36% | +13.41% | +17.66% | |
| V - VISA INC | Reduce 6% $(146.29) | 1.55% | $2.3K | +52.74% | +7.72% | -0.75% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 1.23% | $1.8K | -82.58% | +13.41% | -57.25% | |
| MGK - VANGUARD WORLD FD | 0.41% | $613.00 | +107.54% | +8.50% | +5.20% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 12% $(50.45) | 0.25% | $376.00 | -50.79% | +21.15% | -10.96% | |
| DVY - ISHARES TR | 0.23% | $338.00 | +57.60% | +0.20% | +14.99% | ||
| SHOP - SHOPIFY INC | New Purchase | 0.15% | $224.00 | -13.29% | +23.74% | -48.99% | |
| MA - MASTERCARD INCORPORATED | Reduce 100% | 0.00% | $0.00 | ||||