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New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2022-04-07 (Q2 2021) | Holdings: 23 | Value: $128.8M | 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 | New Purchase | 29.35% | $37.8M | +47.29% | -12.82% | -6.95% | |
| QQQ - INVESCO QQQ TR | New Purchase | 15.70% | $20.2M | +62.48% | -16.01% | -9.08% | |
| USFR - WISDOMTREE TR | New Purchase | 14.00% | $18.0M | +15.67% | +0.21% | +2.95% | |
| IEFA - ISHARES TR | New Purchase | 12.01% | $15.5M | +34.90% | -12.44% | +0.54% | |
| IWM - ISHARES TR | New Purchase | 6.08% | $7.8M | +15.83% | -11.63% | -10.35% | |
| VIG - VANGUARD SPECIALIZED FUNDS | New Purchase | 5.39% | $6.9M | +35.15% | -9.68% | -2.72% | |
| SPMD - SPDR SER TR | New Purchase | 5.10% | $6.6M | +26.50% | -11.00% | -3.75% | |
| VWO - VANGUARD INTL EQUITY INDEX F | New Purchase | 3.08% | $4.0M | +20.80% | -9.54% | -9.31% | |
| VO - VANGUARD INDEX FDS | New Purchase | 1.88% | $2.4M | +27.67% | -13.57% | -9.80% | |
| SAFM - SANDERSON FARMS INC | New Purchase | 1.53% | $2.0M | +13.76% | |||
| AAPL - APPLE INC | New Purchase | 1.32% | $1.7M | +20.20% | -14.28% | -5.10% | |
| VXF - VANGUARD INDEX FDS | New Purchase | 0.93% | $1.2M | +28.03% | -14.82% | -13.09% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.65% | $837.0K | +32.55% | -19.53% | -9.09% | |
| VHT - VANGUARD WORLD FDS | New Purchase | 0.56% | $722.0K | -2.42% | -7.79% | -5.63% | |
| EGP - EASTGROUP PPTYS INC | New Purchase | 0.52% | $673.0K | -12.53% | -24.46% | -17.83% | |
| VUG - VANGUARD INDEX FDS | New Purchase | 0.41% | $522.0K | +63.21% | -16.32% | -11.41% | |
| SPDW - SPDR INDEX SHS FDS | New Purchase | 0.31% | $393.0K | +33.40% | -12.79% | -1.38% | |
| VEU - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.25% | $319.0K | +31.31% | -11.45% | -2.76% | |
| IWF - ISHARES TR | New Purchase | 0.22% | $285.0K | +64.50% | -15.39% | -9.70% | |
| IBMK - ISHARES TR | New Purchase | 0.20% | $263.0K | +0.30% | |||
| IBMJ - ISHARES TR | New Purchase | 0.18% | $231.0K | ||||
| VTV - VANGUARD INDEX FDS | New Purchase | 0.17% | $213.0K | +29.26% | -9.93% | -3.74% | |
| T - AT&T INC | New Purchase | 0.16% | $205.0K | +90.32% | +19.61% | +17.82% | |