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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2022-01-12 (Q4 2021) | Holdings: 12 | Value: $198.0K | 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 | 52.83% | $104.6K | +70.31% | -2.94% | -22.89% | ||
| AMZN - AMAZON COM INC | Add 2% ($707.28) | 23.81% | $47.2K | +62.78% | -5.88% | -40.62% | |
| MSFT - MICROSOFT CORP | Add 2% ($344.46) | 11.40% | $22.6K | +33.39% | -10.06% | -24.65% | |
| GOOGL - ALPHABET INC | Add 5% ($401.07) | 4.51% | $8.9K | +176.85% | -8.23% | -34.92% | |
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(83.72) | 3.13% | $6.2K | +99.24% | +12.20% | -7.42% | |
| GOOG - ALPHABET INC | 2.12% | $4.2K | +174.92% | -8.15% | -34.57% | ||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.74% | $1.5K | +674.79% | -21.75% | -40.40% | |
| MGK - VANGUARD WORLD FD | Add 48% ($359.17) | 0.56% | $1.1K | +77.60% | -11.04% | -27.76% | |
| SHOP - SHOPIFY INC | Add 52% ($213.69) | 0.31% | $621.00 | -12.36% | -48.31% | -66.76% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | 0.23% | $448.00 | -53.75% | -18.89% | -35.29% | ||
| DVY - ISHARES TR | 0.18% | $360.00 | +40.07% | +2.17% | +1.98% | ||
| SDY - SPDR SER TR | New Purchase | 0.17% | $336.00 | +26.67% | +0.04% | +2.04% | |
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| V - VISA INC | Reduce 100% | 0.00% | $0.00 | ||||