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New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2022-02-09 (Q4 2021) | Holdings: 23 | Value: $141.4M | 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 |
| SPLG - SPDR SER TR | Reduce 8% $(3.3M) | 28.21% | $39.9M | +46.59% | -11.28% | -8.14% | |
| QQQ - INVESCO QQQ TR | Reduce 10% $(2.3M) | 14.63% | $20.7M | +59.43% | -16.24% | -16.02% | |
| USFR - WISDOMTREE TR | Add 3% ($678.2K) | 14.32% | $20.2M | +15.88% | +0.30% | +2.37% | |
| IEFA - ISHARES TR | Add 8% ($1.2M) | 12.45% | $17.6M | +27.55% | -14.64% | -6.23% | |
| IWM - ISHARES TR | Add 12% ($1.1M) | 7.17% | $10.1M | +13.95% | -13.61% | -4.85% | |
| SPMD - SPDR SER TR | Add 8% ($608.0K) | 5.82% | $8.2M | +23.81% | -10.68% | +0.05% | |
| VIG - VANGUARD SPECIALIZED FUNDS | Reduce 2% $(122.1K) | 5.41% | $7.7M | +35.14% | -7.71% | -2.75% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 2% ($62.5K) | 2.89% | $4.1M | +11.44% | -18.30% | -15.01% | |
| VO - VANGUARD INDEX FDS | Reduce 1% $(13.0K) | 1.83% | $2.6M | +25.89% | -12.98% | -6.68% | |
| SAFM - SANDERSON FARMS INC | Reduce 27% $(916.6K) | 1.71% | $2.4M | +3.35% | |||
| AAPL - APPLE INC | Reduce 7% $(152.7K) | 1.42% | $2.0M | +18.57% | -11.14% | -12.76% | |
| EGP - EASTGROUP PPTYS INC | 0.66% | $933.0K | -7.83% | -15.69% | -13.08% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.64% | $901.0K | +44.44% | -2.33% | -1.82% | ||
| VHT - VANGUARD WORLD FDS | 0.55% | $778.0K | +3.80% | -6.46% | -0.36% | ||
| VXF - VANGUARD INDEX FDS | Reduce 31% $(336.3K) | 0.54% | $765.0K | +22.96% | -18.16% | -11.50% | |
| VUG - VANGUARD INDEX FDS | 0.41% | $584.0K | +58.61% | -18.17% | -17.18% | ||
| SPDW - SPDR INDEX SHS FDS | Reduce 14% $(52.9K) | 0.24% | $337.0K | +26.93% | -14.21% | -6.77% | |
| VEU - VANGUARD INTL EQUITY INDEX F | 0.22% | $309.0K | +23.65% | -15.09% | -8.72% | ||
| IWF - ISHARES TR | Reduce 4% $(12.2K) | 0.21% | $293.0K | +61.08% | -16.36% | -14.71% | |
| IBMK - ISHARES TR | 0.18% | $261.0K | +0.06% | ||||
| MSFT - MICROSOFT CORP | New Purchase | 0.17% | $234.0K | +78.77% | -11.18% | -12.65% | |
| VTV - VANGUARD INDEX FDS | 0.16% | $228.0K | +30.75% | -5.65% | -0.21% | ||
| CADE - CADENCE BANK | New Purchase | 0.15% | $214.0K | +24.24% | -19.69% | -12.09% | |
| IBMJ - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||