Hillswick Asset Management, LLC

data from 31/03/2019

Capitalization

$ 150.381 M 11.30 %

Average holding period

16 ans

Performance

$ 44.376 M 37.02 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Hillswick Asset Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/03/31 XLK Technology Select Sector SPDR 21.15% 31.803 M $ 429777 2014/12/31 5.605 M $ 21.02 %
2019/03/31 XLV Health Care Select Sector SPDR 18.64% 28.037 M $ 305578 2014/12/31 1.646 M $ 6.22 %
2019/03/31 XLF Financial Select Sector SPDR F 16.38% 24.629 M $ 957968 2014/12/31 2.416 M $ 10.58 %
2019/03/31 XLI Industrial Select Sector SPDR 9.55% 14.354 M $ 191307 2014/12/31 2.330 M $ 18.89 %
2019/03/31 XLP Consumer Staples Select Sector 7.95% 11.958 M $ 213120 2014/12/31 1.096 M $ 10.12 %
2019/03/31 VZ Verizon Communications Inc 6.81% 10.242 M $ 173212 2014/12/31 497.589 K $ 5.11 %
2019/03/31 T AT&T Inc 6.02% 9.056 M $ 288783 2014/12/31 988.134 K $ 11.98 %
2019/03/31 XLY Consumer Discretionary Select 4.98% 7.486 M $ 65757 2014/12/31 1.059 M $ 16.25 %
2019/03/31 XLU Utilities Select Sector SPDR F 2.84% 4.275 M $ 73489 2014/12/31 356.756 K $ 9.16 %
2019/03/31 XLB Materials Select Sector SPDR F 2.57% 3.869 M $ 69709 2014/12/31 405.392 K $ 11.50 %
2019/03/31 RYT Invesco S&P 500 Equal Weight T 1.79% 2.690 M $ 15814 2018/06/30 519.540 K $ 23.31 %
2019/03/31 GDX VanEck Vectors Gold Miners ETF 0.72% 1.084 M $ 48362 2016/06/30 42.074 K $ 4.13 %
2019/03/31 KBE SPDR S&P Bank ETF 0.60% 898.000 K $ 21499 2014/12/31 119.860 K $ 14.91 %