10,000+ stock pitches from top investors available on joinyellowbrick.com
New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2022-05-11 (Q1 2022) | Holdings: 23 | Value: $138.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SPLG - SPDR SER TR | Add 3% ($1.3M) | 28.27% | $39.2M | +69.38% | +10.10% | +7.48% | |
| USFR - WISDOMTREE TR | New Purchase | 15.10% | $21.0M | +15.51% | +0.24% | +3.41% | |
| QQQ - INVESCO QQQ TR | Add 3% ($645.7K) | 14.04% | $19.5M | +99.15% | +15.16% | +13.94% | |
| IEFA - ISHARES TR | Add 7% ($1.1M) | 12.58% | $17.5M | +51.11% | +5.31% | +14.71% | |
| IWM - ISHARES TR | Add 7% ($613.7K) | 7.18% | $10.0M | +35.87% | +18.29% | +3.35% | |
| SPMD - SPDR SER TR | Add 10% ($778.3K) | 6.18% | $8.6M | +41.64% | +12.43% | +5.90% | |
| VIG - VANGUARD SPECIALIZED FUNDS | 5.20% | $7.2M | +48.69% | +7.60% | +7.49% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 5% $(205.6K) | 2.60% | $3.6M | +38.70% | +6.37% | +2.10% | |
| VO - VANGUARD INDEX FDS | 1.74% | $2.4M | +47.77% | +12.05% | +2.85% | ||
| SAFM - SANDERSON FARMS INC | 1.71% | $2.4M | |||||
| AAPL - APPLE INC | Add 4% ($80.3K) | 1.48% | $2.1M | +44.41% | +20.71% | +21.59% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.76% | $1.1M | +50.89% | -1.68% | +6.68% | ||
| EGP - EASTGROUP PPTYS INC | 0.60% | $833.0K | +8.47% | +6.58% | +3.11% | ||
| VHT - VANGUARD WORLD FDS | Reduce 13% $(99.2K) | 0.46% | $644.0K | +12.54% | +9.43% | +8.30% | |
| VXF - VANGUARD INDEX FDS | Reduce 7% $(50.2K) | 0.46% | $643.0K | +55.49% | +17.15% | +4.13% | |
| VUG - VANGUARD INDEX FDS | 0.38% | $523.0K | +102.62% | +17.12% | +12.91% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.21% | $290.0K | +47.55% | +5.19% | +10.02% | ||
| SPDW - SPDR INDEX SHS FDS | Reduce 11% $(35.5K) | 0.20% | $281.0K | +49.62% | +4.87% | +12.09% | |
| IWF - ISHARES TR | 0.19% | $266.0K | +100.95% | +15.35% | +12.79% | ||
| IBMK - ISHARES TR | 0.19% | $259.0K | +0.27% | ||||
| VTV - VANGUARD INDEX FDS | 0.17% | $230.0K | +39.75% | +4.32% | +2.20% | ||
| MSFT - MICROSOFT CORP | Reduce 2% $(4.0K) | 0.15% | $211.0K | +110.48% | +13.54% | +21.08% | |
| CADE - CADENCE BANK | 0.15% | $210.0K | +59.01% | +13.92% | -24.84% | ||
| USFR - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||