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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2023-04-11 (Q1 2023) | Holdings: 12 | Value: $141.2M | 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 23% $(22.1M) | 52.72% | $74.4M | +84.34% | +17.87% | +10.09% | |
| AMZN - AMAZON COM INC | Reduce 1% $(337.2K) | 20.09% | $28.4M | +167.92% | +30.28% | +85.39% | |
| MSFT - MICROSOFT CORP | 14.80% | $20.9M | +48.33% | +18.66% | +49.36% | ||
| GOOGL - ALPHABET INC | Add 3% ($223.8K) | 5.04% | $7.1M | +267.66% | +11.59% | +47.99% | |
| COST - COSTCO WHSL CORP NEW | Add 4% ($233.5K) | 4.20% | $5.9M | +108.50% | +7.82% | +50.68% | |
| GOOG - ALPHABET INC | Reduce 1% $(29.1K) | 1.57% | $2.2M | +263.11% | +11.39% | +48.24% | |
| MGK - VANGUARD WORLD FD | Reduce 16% $(147.0K) | 0.56% | $789.8K | +119.62% | +16.47% | +40.74% | |
| DVY - ISHARES TR | 0.23% | $324.4K | +42.36% | -2.69% | +2.11% | ||
| SDY - SPDR SER TR | 0.22% | $316.8K | +28.34% | -0.32% | +3.73% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | 0.22% | $304.4K | -34.61% | +34.79% | +25.95% | ||
| TQQQ - PROSHARES TR | New Purchase | 0.20% | $275.6K | +482.98% | +54.00% | +117.95% | |
| QQQ - INVESCO QQQ TR | New Purchase | 0.15% | $218.2K | +128.41% | +17.47% | +38.82% | |