HMS Capital Management, LLC Hedge Fund

CIK: 0001689470 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 15, 2019

Total Value ($000): $268,795 (100.0% shares, 0.0% debt)

Holdings (205)

SPY SPDR S&P 500 ETF 14.5%
Value ($000) $38,931 Shares 131,183 Est. Cost $259.80 Unrealized
SPY SPDR S&P 500 ETF 7.1%
Value ($000) $19,141 Shares 64,500 Est. Cost $259.80 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 2.5%
Value ($000) $6,599 Shares 161,468 Est. Cost $42.83 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2.3%
Value ($000) $6,248 Shares 49,009 Est. Cost $113.76 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 1.9%
Value ($000) $5,069 Shares 58,151 Est. Cost $86.49 Unrealized
PYPL PAYPAL HLDGS INC COM 1.8%
Value ($000) $4,710 Shares 49,876 Est. Cost $90.72 Unrealized +21.1%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 1.6%
Value ($000) $4,332 Shares 38,486 Est. Cost $110.56 Unrealized
QQQ POWERSHARES QQQ TR 1.3%
Value ($000) $3,544 Shares 18,772 Est. Cost $178.33 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.2%
Value ($000) $3,167 Shares 20,971 Est. Cost $143.23 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $3,161 Shares 14,039 Est. Cost $46.37 Unrealized +8.3%
PRA HEALTH SCIENCES INC COM 1.2%
Value ($000) $3,112 Shares 29,736 Est. Cost $100.36 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 1.1%
Value ($000) $2,980 Shares 21,079 Est. Cost $116.61 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 1.1%
Value ($000) $2,957 Shares 12,896 Est. Cost $226.35 Unrealized
PAYC PAYCOM SOFTWARE INC COM 1.0%
Value ($000) $2,633 Shares 13,639 Est. Cost $135.78 Unrealized +68.7%
MSFT MICROSOFT 1.0%
Value ($000) $2,583 Shares 18,582 Est. Cost $77.94 Unrealized +66.7%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.9%
Value ($000) $2,551 Shares 22,506 Est. Cost $110.20 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.9%
Value ($000) $2,525 Shares 22,829 Est. Cost $110.57 Unrealized
ADBE ADOBE SYS INC 0.9%
Value ($000) $2,475 Shares 8,960 Est. Cost $129.56 Unrealized +125.3%
HQY HEALTHEQUITY INC COM 0.9%
Value ($000) $2,388 Shares 25,293 Est. Cost $60.81 Unrealized +9.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.9%
Value ($000) $2,317 Shares 56,700 Est. Cost $42.83 Unrealized
MA MASTERCARD INC 0.9%
Value ($000) $2,294 Shares 8,447 Est. Cost $102.06 Unrealized +160.7%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.9%
Value ($000) $2,292 Shares 20,700 Est. Cost $110.56 Unrealized
LULU LULULEMON ATHLETICA INC 0.8%
Value ($000) $2,283 Shares 11,860 Est. Cost $136.70 Unrealized +36.7%
TD TORONTO DOMINION BK ONT COM NEW 0.8%
Value ($000) $2,271 Shares 38,161 Est. Cost $53.39 Unrealized +6.5%
PLNT PLANET FITNESS INC CL A 0.8%
Value ($000) $2,240 Shares 41,034 Est. Cost $54.09 Unrealized +30.3%
VLO VALERO ENERGY CORP 0.8%
Value ($000) $2,199 Shares 25,794 Est. Cost $62.49 Unrealized -0.1%
IWR ISHARES RUSSELL MID-CAP ETF 0.8%
Value ($000) $2,194 Shares 39,216 Est. Cost $78.97 Unrealized
AVAV AEROVIRONMENT INC COM 0.8%
Value ($000) $2,187 Shares 19,493 Est. Cost $54.88 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.8%
Value ($000) $2,174 Shares 14,400 Est. Cost $143.23 Unrealized
OLLI OLLIES BARGAIN OUTLT HLDGS INC COM 0.8%
Value ($000) $2,167 Shares 22,554 Est. Cost $62.22 Unrealized +20.5%
AMZN AMAZON.COM INC 0.8%
Value ($000) $2,156 Shares 1,242 Est. Cost $47.72 Unrealized +94.3%
QQQ POWERSHARES QQQ TR 0.8%
Value ($000) $2,076 Shares 11,000 Est. Cost $178.33 Unrealized
RNG RINGCENTRAL INC CL A 0.7%
Value ($000) $1,937 Shares 15,414 Est. Cost $45.88 Unrealized +185.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.7%
Value ($000) $1,927 Shares 6,616 Est. Cost $231.94 Unrealized +21.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.7%
Value ($000) $1,848 Shares 11,218 Est. Cost $165.06 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.7%
Value ($000) $1,821 Shares 37,041 Est. Cost $36.91 Unrealized 0.0%
UNH UNITEDHEALTH GROUP 0.7%
Value ($000) $1,780 Shares 7,078 Est. Cost $225.78 Unrealized -3.8%
BZUN BAOZUN INC SPONSORED ADR 0.7%
Value ($000) $1,775 Shares 37,342 Est. Cost $47.53 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.6%
Value ($000) $1,698 Shares 6,836 Est. Cost $248.39 Unrealized
MAR MARRIOTT INTL INC 0.6%
Value ($000) $1,692 Shares 13,604 Est. Cost $114.76 Unrealized +10.4%
GRUBHUB INC COM 0.6%
Value ($000) $1,644 Shares 11,860 Est. Cost $138.62 Unrealized
PG PROCTER & GAMBLE CO COM 0.6%
Value ($000) $1,636 Shares 13,154 Est. Cost $62.19 Unrealized +62.4%
TXRH TEXAS ROADHOUSE INC COM 0.6%
Value ($000) $1,628 Shares 23,493 Est. Cost $47.94 Unrealized -0.1%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.6%
Value ($000) $1,626 Shares 16,717 Est. Cost $92.64 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.6%
Value ($000) $1,612 Shares 20,013 Est. Cost $79.71 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.6%
Value ($000) $1,578 Shares 7,564 Est. Cost $180.55 Unrealized 0.0%
IAC INTERACTIVECORP COM 0.6%
Value ($000) $1,519 Shares 6,967 Est. Cost $217.55 Unrealized
INCY INCYTE CORP COM 0.6%
Value ($000) $1,519 Shares 20,467 Est. Cost $80.26 Unrealized +0.7%
CPRT COPART INC COM 0.6%
Value ($000) $1,490 Shares 18,551 Est. Cost $19.41 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.5%
Value ($000) $1,433 Shares 17,800 Est. Cost $79.71 Unrealized
MSFT MICROSOFT 0.5%
Value ($000) $1,432 Shares 10,300 Est. Cost $77.94 Unrealized +66.7%
REALPAGE INC COM 0.5%
Value ($000) $1,415 Shares 22,513 Est. Cost $59.18 Unrealized
HUM HUMANA INC COM 0.5%
Value ($000) $1,403 Shares 5,489 Est. Cost $265.05 Unrealized 0.0%
ICE INTERCONTINENTALEXCHINTL 0.5%
Value ($000) $1,396 Shares 15,135 Est. Cost $56.52 Unrealized +48.8%
MKSI MKS INSTRUMENT INC COM 0.5%
Value ($000) $1,369 Shares 17,082 Est. Cost $78.64 Unrealized 0.0%
GOOGL GOOGLE INC 0.5%
Value ($000) $1,313 Shares 1,075 Est. Cost $39.89 Unrealized +47.3%
TD TORONTO DOMINION BK ONT COM NEW 0.5%
Value ($000) $1,310 Shares 22,000 Est. Cost $53.39 Unrealized +6.5%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $1,305 Shares 13,700 Est. Cost $90.72 Unrealized +21.1%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $1,271 Shares 5,455 Est. Cost $38.59 Unrealized +19.8%
PAYX PAYCHEX INC 0.5%
Value ($000) $1,242 Shares 15,006 Est. Cost $48.27 Unrealized +43.2%
AFL AFLAC INC COM 0.5%
Value ($000) $1,220 Shares 23,315 Est. Cost $38.45 Unrealized +18.0%
PRA HEALTH SCIENCES INC COM 0.5%
Value ($000) $1,210 Shares 11,600 Est. Cost $100.36 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,205 Shares 9,313 Est. Cost $109.51 Unrealized +0.4%
VEEV VEEVA SYS INC CL A COM 0.4%
Value ($000) $1,192 Shares 7,807 Est. Cost $52.82 Unrealized +203.7%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,174 Shares 5,468 Est. Cost $150.58 Unrealized +22.7%
XEL XCEL ENERGY INC COM 0.4%
Value ($000) $1,170 Shares 18,034 Est. Cost $43.12 Unrealized +18.8%
PSA PUBLIC STORAGE COM 0.4%
Value ($000) $1,155 Shares 4,711 Est. Cost $157.22 Unrealized +22.0%
LAM RESEARCH CORP COM 0.4%
Value ($000) $1,150 Shares 7,580 Est. Cost $151.72 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.4%
Value ($000) $1,148 Shares 13,189 Est. Cost $71.75 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.4%
Value ($000) $1,132 Shares 5,884 Est. Cost $142.65 Unrealized +23.7%
DPZ DOMINOS PIZZA INC COM 0.4%
Value ($000) $1,127 Shares 4,134 Est. Cost $211.24 Unrealized +8.7%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $1,111 Shares 9,444 Est. Cost $89.24 Unrealized +6.5%
UNP UNION PACIFIC CORP COM 0.4%
Value ($000) $1,077 Shares 6,650 Est. Cost $133.51 Unrealized +9.2%
MTZ MASTEC INC COM 0.4%
Value ($000) $1,065 Shares 16,398 Est. Cost $58.36 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR 0.4%
Value ($000) $1,061 Shares 16,388 Est. Cost $64.74 Unrealized
FTNT FORTINET INC COM 0.4%
Value ($000) $1,048 Shares 13,648 Est. Cost $15.32 Unrealized +5.9%
PAYC PAYCOM SOFTWARE INC COM 0.4%
Value ($000) $1,041 Shares 5,200 Est. Cost $135.78 Unrealized +68.7%
AVAV AEROVIRONMENT INC COM 0.4%
Value ($000) $1,032 Shares 9,200 Est. Cost $54.88 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1,023 Shares 12,000 Est. Cost $62.49 Unrealized -0.1%
DLR DIGITAL RLTY TR INC COM 0.4%
Value ($000) $1,007 Shares 7,759 Est. Cost $87.78 Unrealized +11.1%
OLLI OLLIES BARGAIN OUTLT HLDGS INC COM 0.4%
Value ($000) $961 Shares 10,000 Est. Cost $62.22 Unrealized +20.5%
AMGN AMGEN INC 0.4%
Value ($000) $953 Shares 4,927 Est. Cost $156.63 Unrealized +0.9%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $920 Shares 11,705 Est. Cost $54.80 Unrealized -1.9%
LOW LOWES COS INC COM 0.3%
Value ($000) $917 Shares 8,335 Est. Cost $93.54 Unrealized +0.5%
ADBE ADOBE SYS INC 0.3%
Value ($000) $912 Shares 3,300 Est. Cost $129.56 Unrealized +125.3%
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $908 Shares 7,300 Est. Cost $62.19 Unrealized +62.4%
LULU LULULEMON ATHLETICA INC 0.3%
Value ($000) $886 Shares 4,600 Est. Cost $136.70 Unrealized +36.7%
HQY HEALTHEQUITY INC COM 0.3%
Value ($000) $878 Shares 9,300 Est. Cost $60.81 Unrealized +9.1%
MA MASTERCARD INC 0.3%
Value ($000) $869 Shares 3,200 Est. Cost $102.06 Unrealized +160.7%
MKTX MARKETAXESS HLDGS INC COM 0.3%
Value ($000) $854 Shares 3,509 Est. Cost $254.92 Unrealized +31.4%
RNG RINGCENTRAL INC CL A 0.3%
Value ($000) $854 Shares 6,800 Est. Cost $45.88 Unrealized +185.8%
ROST ROSS STORES INC 0.3%
Value ($000) $832 Shares 7,573 Est. Cost $59.19 Unrealized +67.3%
TREE LENDINGTREE INC NEW COM 0.3%
Value ($000) $802 Shares 2,585 Est. Cost $349.93 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $776 Shares 12,500 Est. Cost $36.64 Unrealized +0.4%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.3%
Value ($000) $744 Shares 14,191 Est. Cost $52.25 Unrealized
ICE INTERCONTINENTALEXCHINTL 0.3%
Value ($000) $720 Shares 7,800 Est. Cost $56.52 Unrealized +48.8%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $711 Shares 3,950 Est. Cost $155.14 Unrealized
PAYX PAYCHEX INC 0.3%
Value ($000) $704 Shares 8,500 Est. Cost $48.27 Unrealized +43.2%
XILINX INC 0.3%
Value ($000) $703 Shares 7,326 Est. Cost $115.37 Unrealized
PLNT PLANET FITNESS INC CL A 0.3%
Value ($000) $702 Shares 13,000 Est. Cost $54.09 Unrealized +30.3%
AFL AFLAC INC COM 0.3%
Value ($000) $675 Shares 12,900 Est. Cost $38.45 Unrealized +18.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.2%
Value ($000) $671 Shares 12,000 Est. Cost $78.97 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $652 Shares 2,800 Est. Cost $38.59 Unrealized +19.8%
GRUBHUB INC COM 0.2%
Value ($000) $651 Shares 4,700 Est. Cost $138.62 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.2%
Value ($000) $645 Shares 12,300 Est. Cost $52.25 Unrealized
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $636 Shares 9,800 Est. Cost $43.12 Unrealized +18.8%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.2%
Value ($000) $636 Shares 4,500 Est. Cost $116.61 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $621 Shares 2,500 Est. Cost $248.39 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.2%
Value ($000) $616 Shares 3,200 Est. Cost $142.65 Unrealized +23.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $612 Shares 2,100 Est. Cost $231.94 Unrealized +21.4%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $612 Shares 5,200 Est. Cost $89.24 Unrealized +6.5%
REALPAGE INC COM 0.2%
Value ($000) $597 Shares 9,500 Est. Cost $59.18 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.2%
Value ($000) $596 Shares 8,600 Est. Cost $47.94 Unrealized -0.1%
JACOBS ENGR GROUP INC COM 0.2%
Value ($000) $593 Shares 6,481 Est. Cost $91.50 Unrealized
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $589 Shares 2,400 Est. Cost $157.22 Unrealized +22.0%
LUV SOUTHWEST AIRLS CO COM 0.2%
Value ($000) $587 Shares 9,406 Est. Cost $48.23 Unrealized 0.0%
IT GARTNER INC CL A 0.2%
Value ($000) $576 Shares 3,632 Est. Cost $122.00 Unrealized +19.2%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $573 Shares 4,500 Est. Cost $113.76 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.2%
Value ($000) $573 Shares 5,900 Est. Cost $92.64 Unrealized 0.0%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $572 Shares 4,600 Est. Cost $114.76 Unrealized +10.4%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $569 Shares 4,400 Est. Cost $109.51 Unrealized +0.4%
BZUN BAOZUN INC SPONSORED ADR 0.2%
Value ($000) $568 Shares 11,700 Est. Cost $47.53 Unrealized
EPAM EPAM SYS INC COM 0.2%
Value ($000) $564 Shares 3,094 Est. Cost $71.53 Unrealized +163.2%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $558 Shares 2,600 Est. Cost $150.58 Unrealized +22.7%
MPWR MONOLITHIC PWR SYS INC COM 0.2%
Value ($000) $549 Shares 3,530 Est. Cost $83.07 Unrealized +71.3%
INCY INCYTE CORP COM 0.2%
Value ($000) $542 Shares 7,300 Est. Cost $80.26 Unrealized +0.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $542 Shares 2,600 Est. Cost $180.55 Unrealized 0.0%
MTZ MASTEC INC COM 0.2%
Value ($000) $539 Shares 8,300 Est. Cost $58.36 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR 0.2%
Value ($000) $537 Shares 8,300 Est. Cost $64.74 Unrealized
IAC INTERACTIVECORP COM 0.2%
Value ($000) $523 Shares 2,400 Est. Cost $217.55 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $522 Shares 2,700 Est. Cost $156.63 Unrealized +0.9%
ACTIVISION BLIZZARD INC COM 0.2%
Value ($000) $520 Shares 6,245 Est. Cost $83.27 Unrealized
EEFT EURONET WORLDWIDE INC COM 0.2%
Value ($000) $513 Shares 3,505 Est. Cost $114.94 Unrealized +34.7%
SCHW SCHWAB CHARLES CORP NEW COM 0.2%
Value ($000) $511 Shares 10,400 Est. Cost $36.91 Unrealized 0.0%
UNP UNION PACIFIC CORP COM 0.2%
Value ($000) $502 Shares 3,100 Est. Cost $133.51 Unrealized +9.2%
LOW LOWES COS INC COM 0.2%
Value ($000) $495 Shares 4,500 Est. Cost $93.54 Unrealized +0.5%
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $493 Shares 3,800 Est. Cost $87.78 Unrealized +11.1%
MKSI MKS INSTRUMENT INC COM 0.2%
Value ($000) $488 Shares 6,100 Est. Cost $78.64 Unrealized 0.0%
HUM HUMANA INC COM 0.2%
Value ($000) $486 Shares 1,900 Est. Cost $265.05 Unrealized 0.0%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $479 Shares 1,800 Est. Cost $225.78 Unrealized -3.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $461 Shares 2,800 Est. Cost $165.06 Unrealized
CPRT COPART INC COM 0.2%
Value ($000) $458 Shares 5,700 Est. Cost $19.41 Unrealized 0.0%
MRCY MERCURY SYS INC COM 0.2%
Value ($000) $452 Shares 5,566 Est. Cost $57.65 Unrealized +37.0%
GLOB GLOBANT S A COM 0.2%
Value ($000) $442 Shares 4,823 Est. Cost $68.85 Unrealized +44.3%
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $442 Shares 2,900 Est. Cost Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $408 Shares 8,262 Est. Cost $25.90 Unrealized +65.2%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $405 Shares 5,200 Est. Cost $54.80 Unrealized -1.9%
LHC GROUP INC COM 0.1%
Value ($000) $393 Shares 3,459 Est. Cost $99.01 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $384 Shares 1,462 Est. Cost $168.34 Unrealized +45.5%
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.1%
Value ($000) $375 Shares 10,029 Est. Cost $40.21 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $368 Shares 1,449 Est. Cost $33.06 Unrealized +64.5%
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.1%
Value ($000) $365 Shares 15,940 Est. Cost $22.90 Unrealized
XILINX INC 0.1%
Value ($000) $364 Shares 3,800 Est. Cost $115.37 Unrealized
ALRM ALARM COM HLDGS INC COM 0.1%
Value ($000) $363 Shares 7,788 Est. Cost $48.33 Unrealized +1.4%
PACWEST BANCORP DEL COM 0.1%
Value ($000) $362 Shares 7,600 Est. Cost $47.63 Unrealized
PACWEST BANCORP DEL COM 0.1%
Value ($000) $362 Shares 7,600 Est. Cost $47.63 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $354 Shares 1,700 Est. Cost $169.83 Unrealized +21.3%
HXL HEXCEL CORP NEW COM 0.1%
Value ($000) $352 Shares 4,288 Est. Cost $81.69 Unrealized 0.0%
AMZN AMAZON.COM INC 0.1%
Value ($000) $347 Shares 200 Est. Cost $47.72 Unrealized +94.3%
INTC INTEL CORP COM 0.1%
Value ($000) $330 Shares 6,411 Est. Cost $43.07 Unrealized -0.1%
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $326 Shares 1,942 Est. Cost $190.36 Unrealized 0.0%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $325 Shares 1,090 Est. Cost $271.91 Unrealized
GTLS CHART INDUSTRIES INC 0.1%
Value ($000) $325 Shares 5,212 Est. Cost $68.90 Unrealized -1.7%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value ($000) $306 Shares 11,021 Est. Cost $26.20 Unrealized
PODD INSULET CORP COM 0.1%
Value ($000) $304 Shares 1,843 Est. Cost $106.84 Unrealized +31.5%
NEO NEOGENOMICS INC COM NEW 0.1%
Value ($000) $304 Shares 15,880 Est. Cost $23.46 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $300 Shares 4,840 Est. Cost $36.64 Unrealized +0.4%
ILMN ILLUMINA INC 0.1%
Value ($000) $282 Shares 928 Est. Cost $296.22 Unrealized -0.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $280 Shares 1,851 Est. Cost $166.79 Unrealized
FNKO FUNKO INC COM CL A 0.1%
Value ($000) $270 Shares 13,122 Est. Cost $23.13 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $242 Shares 1,405 Est. Cost $118.50 Unrealized +43.7%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $241 Shares 707 Est. Cost $586.99 Unrealized +3.3%
TABULA RASA HEALTHCARE INC COM 0.1%
Value ($000) $238 Shares 4,337 Est. Cost $54.88 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $230 Shares 2,451 Est. Cost $63.84 Unrealized +23.4%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $230 Shares 1,046 Est. Cost $46.67 Unrealized +50.5%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $227 Shares 2,600 Est. Cost $86.49 Unrealized
SPLUNK INC COM 0.1%
Value ($000) $209 Shares 1,776 Est. Cost $99.10 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $207 Shares 1,394 Est. Cost $126.05 Unrealized +19.1%
LNC LINCOLN NATL CORP IND COM 0.1%
Value ($000) $203 Shares 3,000 Est. Cost $45.01 Unrealized -2.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $202 Shares 2,974 Est. Cost $67.92 Unrealized
HD HOME DEPOT 0.1%
Value ($000) $200 Shares 862 Est. Cost $155.00 Unrealized +20.7%
V VISA INC 0.1%
Value ($000) $172 Shares 1,000 Est. Cost $118.50 Unrealized +43.7%
META FACEBOOK INC CL A 0.1%
Value ($000) $171 Shares 962 Est. Cost $166.23 Unrealized +13.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $151 Shares 387 Est. Cost $264.57 Unrealized +19.6%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.1%
Value ($000) $140 Shares 600 Est. Cost $226.35 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $136 Shares 1,200 Est. Cost $110.20 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $125 Shares 700 Est. Cost $166.23 Unrealized +13.5%
WMT WALMART INC COM 0.0%
Value ($000) $125 Shares 1,050 Est. Cost $31.30 Unrealized +10.1%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $118 Shares 400 Est. Cost $211.24 Unrealized +8.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $117 Shares 300 Est. Cost $264.57 Unrealized +19.6%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $102 Shares 400 Est. Cost $254.92 Unrealized +31.4%
HD HOME DEPOT 0.0%
Value ($000) $93 Shares 400 Est. Cost $155.00 Unrealized +20.7%
LAM RESEARCH CORP COM 0.0%
Value ($000) $91 Shares 600 Est. Cost $151.72 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $88 Shares 1,700 Est. Cost $43.07 Unrealized -0.1%
WMT WALMART INC COM 0.0%
Value ($000) $83 Shares 700 Est. Cost $31.30 Unrealized +10.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $71 Shares 340 Est. Cost $169.83 Unrealized +21.3%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $45.01 Unrealized -2.0%
IT GARTNER INC CL A 0.0%
Value ($000) $63 Shares 400 Est. Cost $122.00 Unrealized +19.2%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $62 Shares 400 Est. Cost $83.07 Unrealized +71.3%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $61 Shares 400 Est. Cost $52.82 Unrealized +203.7%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $55 Shares 300 Est. Cost $71.53 Unrealized +163.2%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $54 Shares 800 Est. Cost $67.92 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $51 Shares 200 Est. Cost $33.06 Unrealized +64.5%
EEFT EURONET WORLDWIDE INC COM 0.0%
Value ($000) $44 Shares 300 Est. Cost $114.94 Unrealized +34.7%
AAPL APPLE INC 0.0%
Value ($000) $4 Shares 3,400 Est. Cost $46.37 Unrealized +8.3%