XPONANCE, INC. Diversified Active

CIK: 0001637541 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Nov 21, 2019

Total Value ($000): $237,580 (100.0% shares, 0.0% debt)

Holdings (80)

MCHI iShares MSCI China ETF 8.6%
Value ($000) $20,460 Shares 298,429 Est. Cost $66.60 Unrealized
EWY iShares MSCI South Korea ETF 7.2%
Value ($000) $17,063 Shares 226,181 Est. Cost $73.57 Unrealized
SPDR EURO STOXX Small Cap ETF 6.3%
Value ($000) $14,970 Shares 232,847 Est. Cost $67.71 Unrealized
EWT iShares MSCI Taiwan ETF 5.1%
Value ($000) $12,024 Shares 313,666 Est. Cost $39.17 Unrealized
IEUR iShares Core MSCI Europe ETF 5.0%
Value ($000) $11,977 Shares 241,131 Est. Cost $50.25 Unrealized
EFG iShares MSCI EAFE Growth ETF 4.9%
Value ($000) $11,587 Shares 144,209 Est. Cost $78.83 Unrealized
DEM WisdomTree Emerging Markets High Dividend Fund 3.8%
Value ($000) $9,121 Shares 190,796 Est. Cost $43.23 Unrealized
SCJ iShares MSCI Japan Small-Cap ETF 3.6%
Value ($000) $8,560 Shares 104,551 Est. Cost $74.92 Unrealized
EPP iShares MSCI Pacific ex-Japan ETF 3.4%
Value ($000) $8,172 Shares 175,936 Est. Cost $46.45 Unrealized
EEMA iShares MSCI Emerging Markets Asia ETF 3.3%
Value ($000) $7,751 Shares 103,437 Est. Cost $74.93 Unrealized
EUFN iShares MSCI Europe Financials ETF 3.1%
Value ($000) $7,419 Shares 321,248 Est. Cost $23.33 Unrealized
EWZS iShares MSCI Brazil Small-Cap ETF 3.0%
Value ($000) $7,072 Shares 412,572 Est. Cost $16.60 Unrealized
EZA iShares MSCI South Africa ETF 2.6%
Value ($000) $6,295 Shares 91,638 Est. Cost $68.69 Unrealized
EWC iShares MSCI Canada ETF 2.3%
Value ($000) $5,532 Shares 200,802 Est. Cost $28.65 Unrealized
Guggenheim China Technology ETF 2.2%
Value ($000) $5,278 Shares 88,259 Est. Cost $55.73 Unrealized
SPEU SPDR STOXX Europe 50 ETF 2.2%
Value ($000) $5,180 Shares 149,614 Est. Cost $38.31 Unrealized
IEUS iShares MSCI Europe Small-Cap ETF 2.1%
Value ($000) $5,022 Shares 86,803 Est. Cost $56.25 Unrealized
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 2.0%
Value ($000) $4,807 Shares 88,971 Est. Cost $54.03 Unrealized
ECH iShares MSCI Chile ETF 1.9%
Value ($000) $4,457 Shares 84,114 Est. Cost $52.99 Unrealized
EWU iShares MSCI United Kingdom ETF 1.6%
Value ($000) $3,872 Shares 111,500 Est. Cost $33.87 Unrealized
EWJ iShares MSCI Japan ETF 1.6%
Value ($000) $3,823 Shares 63,029 Est. Cost $52.85 Unrealized
iShares MSCI Russia ETF 1.6%
Value ($000) $3,694 Shares 101,473 Est. Cost $36.77 Unrealized
iShares Europe Developed Real Estate ETF 1.4%
Value ($000) $3,302 Shares 81,099 Est. Cost $40.72 Unrealized
EWA iShares MSCI Australia ETF 1.4%
Value ($000) $3,290 Shares 149,507 Est. Cost $22.73 Unrealized
DFJ WisdomTree Japan SmallCap Dividend Fund 1.4%
Value ($000) $3,261 Shares 40,111 Est. Cost $85.09 Unrealized
WisdomTree Japan Hedged Financials Fund 1.3%
Value ($000) $3,153 Shares 129,118 Est. Cost $24.37 Unrealized
SMIN iShares MSCI India Small Cap ETF 1.3%
Value ($000) $3,011 Shares 63,529 Est. Cost $47.06 Unrealized
Guggenheim Canadian Energy Income ETF 1.3%
Value ($000) $3,006 Shares 403,204 Est. Cost $7.46 Unrealized
TCTZF Tencent Holdings Ltd. 1.0%
Value ($000) $2,436 Shares 46,684 Est. Cost $56.75 Unrealized 0.0%
Global X MSCI Pakistan ETF 0.9%
Value ($000) $2,120 Shares 162,128 Est. Cost $15.20 Unrealized
PowerShares S&P SmallCap Information Technology Portfolio 0.8%
Value ($000) $1,935 Shares 24,942 Est. Cost $66.44 Unrealized
SSNLF Samsung Electronics Co., Ltd. 0.8%
Value ($000) $1,926 Shares 838 Est. Cost $44.48 Unrealized 0.0%
BABA Alibaba Group Holding Ltd. Sponsored ADR 0.8%
Value ($000) $1,850 Shares 10,082 Est. Cost $183.50 Unrealized
EWG iShares MSCI Germany ETF 0.8%
Value ($000) $1,785 Shares 55,795 Est. Cost $35.39 Unrealized
TSMWF Taiwan Semiconductor Manufacturing Co., Ltd. 0.7%
Value ($000) $1,732 Shares 206,975 Est. Cost $8.37 Unrealized
JPXN iShares JPX-Nikkei 400 ETF 0.7%
Value ($000) $1,691 Shares 25,727 Est. Cost $69.59 Unrealized
Airbus SE 0.7%
Value ($000) $1,675 Shares 14,543 Est. Cost $46.50 Unrealized
Dassault Aviation SA 0.7%
Value ($000) $1,672 Shares 878 Est. Cost $73.78 Unrealized
PowerShares International BuyBack Achievers Portfolio 0.7%
Value ($000) $1,652 Shares 44,175 Est. Cost $33.75 Unrealized
Global X MSCI Colombia ETF 0.6%
Value ($000) $1,538 Shares 147,088 Est. Cost $11.19 Unrealized
EWD iShares MSCI Sweden ETF 0.6%
Value ($000) $1,403 Shares 41,964 Est. Cost $36.30 Unrealized
PowerShares S&P SmallCap Industrials Portfolio 0.6%
Value ($000) $1,361 Shares 21,101 Est. Cost $60.82 Unrealized
THLEF Thales SA 0.6%
Value ($000) $1,334 Shares 10,974 Est. Cost $104.29 Unrealized +7.9%
BAESF BAE Systems plc 0.5%
Value ($000) $1,096 Shares 134,446 Est. Cost $5.94 Unrealized +2.7%
EPOL iShares MSCI Poland ETF 0.5%
Value ($000) $1,073 Shares 42,781 Est. Cost $25.08 Unrealized
VanEck Vectors Egypt Index ETF 0.4%
Value ($000) $975 Shares 25,000 Est. Cost $39.00 Unrealized
Naspers Limited Class N 0.4%
Value ($000) $961 Shares 3,938 Est. Cost $244.03 Unrealized
PowerShares S&P SmallCap Health Care Portfolio 0.4%
Value ($000) $889 Shares 7,981 Est. Cost $67.02 Unrealized
Leonardo SpA 0.4%
Value ($000) $839 Shares 72,842 Est. Cost $18.50 Unrealized
PowerShares S&P SmallCap Consumer Discretionary Portfolio 0.3%
Value ($000) $758 Shares 12,698 Est. Cost $48.45 Unrealized
BIDU Baidu, Inc. Sponsored ADR Class A 0.2%
Value ($000) $529 Shares 2,374 Est. Cost $222.83 Unrealized
PowerShares S&P SmallCap Materials Portfolio 0.1%
Value ($000) $302 Shares 5,955 Est. Cost $46.94 Unrealized
SBIO ALPS Medical Breakthroughs ETF 0.1%
Value ($000) $290 Shares 8,496 Est. Cost $35.15 Unrealized
EIRL iShares MSCI Ireland ETF 0.0%
Value ($000) $106 Shares 2,269 Est. Cost $49.36 Unrealized
INDA iShares MSCI India ETF 0.0%
Value ($000) $105 Shares 3,098 Est. Cost $37.77 Unrealized
SVB Financial Group 0.0%
Value ($000) $30 Shares 128 Est. Cost $251.70 Unrealized
Bank of The Ozarks 0.0%
Value ($000) $27 Shares 565 Est. Cost $50.93 Unrealized
EWBC East West Bancorp, Inc. 0.0%
Value ($000) $27 Shares 432 Est. Cost $48.95 Unrealized +10.4%
TCBI Texas Capital Bancshares, Inc. 0.0%
Value ($000) $24 Shares 269 Est. Cost $86.65 Unrealized +8.2%
EOG EOG Resources, Inc. 0.0%
Value ($000) $21 Shares 200 Est. Cost $67.46 Unrealized +19.8%
Anadarko Petroleum Corporation 0.0%
Value ($000) $20 Shares 334 Est. Cost $48.35 Unrealized
WAL Western Alliance Bancorporation 0.0%
Value ($000) $20 Shares 356 Est. Cost $48.33 Unrealized +6.3%
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $19 Shares 294 Est. Cost $48.86 Unrealized +17.6%
Pinnacle Financial Partners, Inc. 0.0%
Value ($000) $16 Shares 254 Est. Cost $61.86 Unrealized
Sterling Bancorp 0.0%
Value ($000) $15 Shares 693 Est. Cost $25.19 Unrealized
FCB Financial Holdings, Inc. Class A 0.0%
Value ($000) $14 Shares 290 Est. Cost $54.22 Unrealized
Pioneer Natural Resources Company 0.0%
Value ($000) $14 Shares 82 Est. Cost $145.94 Unrealized
DVN Devon Energy Corporation 0.0%
Value ($000) $12 Shares 386 Est. Cost $22.96 Unrealized +13.6%
CUBI Customers Bancorp, Inc. 0.0%
Value ($000) $12 Shares 413 Est. Cost $28.38 Unrealized +5.8%
ABCB Ameris Bancorp 0.0%
Value ($000) $12 Shares 229 Est. Cost $43.24 Unrealized +11.3%
LOB Live Oak Bancshares, Inc. 0.0%
Value ($000) $12 Shares 451 Est. Cost $24.15 Unrealized +9.4%
Guaranty Bancorp 0.0%
Value ($000) $11 Shares 393 Est. Cost $26.67 Unrealized
Pacific Premier Bancorp, Inc. 0.0%
Value ($000) $11 Shares 287 Est. Cost $39.51 Unrealized
HOMB Home BancShares, Inc. 0.0%
Value ($000) $11 Shares 495 Est. Cost $23.36 Unrealized +2.6%
SFBS ServisFirst Bancshares Inc 0.0%
Value ($000) $11 Shares 274 Est. Cost $35.56 Unrealized +3.3%
FBK FB Financial Corporation 0.0%
Value ($000) $11 Shares 275 Est. Cost $36.60 Unrealized +3.0%
Concho Resources Inc. 0.0%
Value ($000) $11 Shares 77 Est. Cost $130.27 Unrealized
CenterState Bank Corporation 0.0%
Value ($000) $11 Shares 421 Est. Cost $24.84 Unrealized
EGBN Eagle Bancorp, Inc. 0.0%
Value ($000) $9 Shares 167 Est. Cost $49.99 Unrealized -3.3%
Apache Corporation 0.0%
Value ($000) $7 Shares 204 Est. Cost $45.58 Unrealized