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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2021-07-12 (Q2 2021) | Holdings: 12 | Value: $169.0K | 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 | 47.89% | $80.9K | +108.47% | -2.02% | +1.59% | ||
| AMZN - AMAZON COM INC | 28.45% | $48.1K | +45.32% | -11.29% | -40.36% | ||
| MSFT - MICROSOFT CORP | 10.67% | $18.0K | +54.61% | +6.98% | -8.19% | ||
| GOOGL - ALPHABET INC | Add 1% ($51.28) | 4.19% | $7.1K | +208.45% | +8.30% | -12.35% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($63.71) | 2.56% | $4.3K | +160.68% | +10.24% | +22.43% | |
| GOOG - ALPHABET INC | 2.25% | $3.8K | +197.94% | +5.36% | -14.28% | ||
| V - VISA INC | Reduce 3% $(70.16) | 1.47% | $2.5K | +40.82% | -6.50% | -13.74% | |
| PYPL - PAYPAL HLDGS INC | Add 6% ($136.10) | 1.38% | $2.3K | -85.01% | -15.17% | -76.39% | |
| MGK - VANGUARD WORLD FD | Reduce 3% $(19.19) | 0.39% | $665.00 | +89.65% | +0.09% | -21.70% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | 0.27% | $463.00 | -59.01% | -1.57% | -38.07% | ||
| SHOP - SHOPIFY INC | Add 46% ($134.56) | 0.25% | $430.00 | -31.30% | -6.27% | -78.46% | |
| DVY - ISHARES TR | 0.20% | $346.00 | +54.44% | +0.87% | +2.39% | ||