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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2021-10-12 (Q3 2021) | Holdings: 12 | Value: $170.6K | 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% $(674.53) | 48.60% | $82.9K | +112.28% | +22.10% | +1.81% | |
| AMZN - AMAZON COM INC | 26.80% | $45.7K | +64.53% | -1.39% | -31.17% | ||
| MSFT - MICROSOFT CORP | Reduce 1% $(157.31) | 10.91% | $18.6K | +45.21% | +3.54% | -19.91% | |
| GOOGL - ALPHABET INC | Add 1% ($98.92) | 4.60% | $7.9K | +185.19% | +0.86% | -27.91% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($43.14) | 2.90% | $5.0K | +134.76% | +15.42% | +5.01% | |
| GOOG - ALPHABET INC | Reduce 4% $(157.27) | 2.27% | $3.9K | +183.08% | +1.00% | -27.62% | |
| V - VISA INC | Add 2% ($50.12) | 1.42% | $2.4K | +50.16% | -3.47% | -16.65% | |
| PYPL - PAYPAL HLDGS INC | Add 15% ($312.72) | 1.41% | $2.4K | -82.49% | -30.04% | -67.52% | |
| MGK - VANGUARD WORLD FD | Add 1% ($4.70) | 0.40% | $680.00 | +89.78% | +3.65% | -25.67% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | 0.27% | $455.00 | -57.94% | -11.68% | -49.64% | ||
| SHOP - SHOPIFY INC | Reduce 3% $(13.56) | 0.23% | $385.00 | -25.53% | -22.70% | -80.94% | |
| DVY - ISHARES TR | Reduce 1% $(3.44) | 0.20% | $337.00 | +53.65% | +9.94% | -1.83% | |