StockDriftsStockDriftsTop 50 Newfound Research Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES INC | 14.96% | 75.2K | $6K | — | — | — | 2022-09-30 |
| VFMO | VANGUARD WELLINGTON FD | 6.72% | 26.0K | $3K | — | — | — | 2022-09-30 |
| MTUM | ISHARES TR | 6.58% | 20.5K | $3K | — | — | — | 2022-09-30 |
| JMOM | J P MORGAN EXCHANGE-TRADED F | 6.57% | 76.2K | $3K | — | — | — | 2022-09-30 |
| FDMO | FIDELITY COVINGTON TRUST | 6.52% | 64.8K | $3K | — | — | — | 2022-09-30 |
| VOO | VANGUARD INDEX FDS | 6.31% | 7.8K | $3K | — | — | — | 2022-09-30 |
| SPY | SPDR S&P 500 ETF TR | 4.09% | 4.7K | $2K | — | — | — | 2022-09-30 |
| JQUA | J P MORGAN EXCHANGE-TRADED F | 3.13% | 36.4K | $1K | — | — | — | 2022-09-30 |
| FQAL | FIDELITY COVINGTON TRUST | 3.11% | 30.6K | $1K | — | — | — | 2022-09-30 |
| QUAL | ISHARES TR | 3.11% | 12.2K | $1K | — | — | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Newfound Research Llc reports $40.84K in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are SHY (15.0%), VFMO (6.7%) and MTUM (6.6%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Newfound Research Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1630806). View Newfound Research Llc’s 13F filings on SEC