Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 4, 2021

Total Value ($000): $597,185 (100.0% shares, 0.0% debt)

Holdings (90)

SPY SPDR S&P 500 ETF TR 26.3%
Value ($000) $157,091 Shares 420,162 Est. Cost $272.26 Unrealized
QQQ INVESCO QQQ TR 22.7%
Value ($000) $135,269 Shares 431,152 Est. Cost $198.69 Unrealized
IVV ISHARES TR 7.1%
Value ($000) $42,501 Shares 113,218 Est. Cost $270.43 Unrealized
AAXJ ISHARES TR 3.6%
Value ($000) $21,772 Shares 242,963 Est. Cost $75.13 Unrealized
WIX WIX COM LTD 3.5%
Value ($000) $20,789 Shares 83,169 Est. Cost $80.32 Unrealized +227.9%
FVRR FIVERR INTL LTD 2.5%
Value ($000) $14,694 Shares 75,317 Est. Cost $26.90 Unrealized +572.6%
ONEQ FIDELITY COMWLTH TR 2.4%
Value ($000) $14,489 Shares 28,882 Est. Cost $422.88 Unrealized
GOOG ALPHABET INC 1.7%
Value ($000) $10,319 Shares 5,890 Est. Cost $48.38 Unrealized +73.1%
VOO VANGUARD INDEX FDS 1.6%
Value ($000) $9,664 Shares 28,117 Est. Cost $300.10 Unrealized
ITRN ITURAN LOCATION AND CONTROL 1.6%
Value ($000) $9,594 Shares 503,625 Est. Cost $22.93 Unrealized -29.5%
MSFT MICROSOFT CORP 1.5%
Value ($000) $9,165 Shares 41,203 Est. Cost $89.25 Unrealized +130.9%
AAPL APPLE INC 1.5%
Value ($000) $8,976 Shares 67,640 Est. Cost $84.37 Unrealized +38.7%
IWM ISHARES TR 1.3%
Value ($000) $7,946 Shares 40,527 Est. Cost $185.59 Unrealized
BED BATH & BEYOND INC 1.1%
Value ($000) $6,854 Shares 385,896 Est. Cost $18.47 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $6,570 Shares 2,017 Est. Cost $94.42 Unrealized +69.0%
VWO VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $6,312 Shares 125,956 Est. Cost $39.52 Unrealized
BABA ALIBABA GROUP HLDG LTD 1.0%
Value ($000) $6,087 Shares 26,153 Est. Cost $163.69 Unrealized
SPG SIMON PPTY GROUP INC NEW 1.0%
Value ($000) $6,034 Shares 70,757 Est. Cost $74.06 Unrealized -22.2%
KIM KIMCO RLTY CORP 0.8%
Value ($000) $5,075 Shares 338,117 Est. Cost $11.28 Unrealized -6.0%
IBB ISHARES TR 0.8%
Value ($000) $5,008 Shares 33,058 Est. Cost $150.40 Unrealized
ORCL ORACLE CORP 0.8%
Value ($000) $4,773 Shares 73,782 Est. Cost $44.89 Unrealized +23.7%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $3,608 Shares 10,109 Est. Cost $139.36 Unrealized +132.0%
KRNT KORNIT DIGITAL LTD 0.5%
Value ($000) $3,172 Shares 35,589 Est. Cost $19.28 Unrealized +298.5%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $3,136 Shares 59,852 Est. Cost $29.80 Unrealized +39.8%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $2,976 Shares 5,699 Est. Cost $6.71 Unrealized +98.9%
CSCO CISCO SYS INC 0.5%
Value ($000) $2,790 Shares 62,335 Est. Cost $29.64 Unrealized +19.0%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $2,770 Shares 32,100 Est. Cost $28.85 Unrealized +145.0%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $2,617 Shares 11,175 Est. Cost $38.17 Unrealized +441.6%
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $2,556 Shares 5,110 Est. Cost $255.54 Unrealized +89.1%
BXP BOSTON PROPERTIES INC 0.4%
Value ($000) $2,496 Shares 26,405 Est. Cost $68.39 Unrealized +0.3%
EBAY EBAY INC. 0.4%
Value ($000) $2,369 Shares 47,139 Est. Cost $30.13 Unrealized +55.0%
FISV FISERV INC 0.4%
Value ($000) $2,311 Shares 20,300 Est. Cost $97.48 Unrealized +10.5%
PEP PEPSICO INC 0.4%
Value ($000) $2,297 Shares 15,490 Est. Cost $103.47 Unrealized +17.2%
CSTE CAESARSTONE LTD 0.4%
Value ($000) $2,104 Shares 163,206 Est. Cost $27.57 Unrealized -60.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,997 Shares 8,613 Est. Cost $176.58 Unrealized +24.7%
C CITIGROUP INC 0.3%
Value ($000) $1,958 Shares 31,758 Est. Cost $44.78 Unrealized -5.4%
ASML ASML HOLDING N V 0.3%
Value ($000) $1,951 Shares 4,000 Est. Cost $107.86 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $1,874 Shares 6,860 Est. Cost $123.25 Unrealized +120.9%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,816 Shares 5,109 Est. Cost $31.90 Unrealized +46.4%
TARO PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $1,671 Shares 22,755 Est. Cost $143.69 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.3%
Value ($000) $1,649 Shares 30,450 Est. Cost $38.58 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,581 Shares 4,195 Est. Cost $118.16 Unrealized +194.0%
AVGO BROADCOM INC 0.3%
Value ($000) $1,570 Shares 2,350 Est. Cost $25.64 Unrealized +35.8%
TMUS T-MOBILE US INC 0.3%
Value ($000) $1,523 Shares 11,295 Est. Cost $96.16 Unrealized +24.1%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,523 Shares 10,000 Est. Cost $71.83 Unrealized +73.6%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $1,480 Shares 4,840 Est. Cost $259.09 Unrealized
SE SEA LTD 0.2%
Value ($000) $1,434 Shares 7,206 Est. Cost $153.99 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $1,398 Shares 27,067 Est. Cost $39.21 Unrealized
ELV ANTHEM INC 0.2%
Value ($000) $1,365 Shares 4,252 Est. Cost $196.50 Unrealized +45.6%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1,350 Shares 606 Est. Cost $1883.84 Unrealized +0.8%
SOXX ISHARES TR 0.2%
Value ($000) $1,265 Shares 3,335 Est. Cost $304.65 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,262 Shares 11,128 Est. Cost $84.45 Unrealized
WDC WESTERN DIGITAL CORP. 0.2%
Value ($000) $1,208 Shares 21,800 Est. Cost $30.63 Unrealized +8.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,177 Shares 11,000 Est. Cost $51.70 Unrealized +64.7%
INTU INTUIT 0.2%
Value ($000) $1,174 Shares 3,090 Est. Cost $273.80 Unrealized +24.3%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $1,154 Shares 33,300 Est. Cost $31.10 Unrealized -17.8%
CNC CENTENE CORP DEL 0.2%
Value ($000) $1,039 Shares 17,300 Est. Cost $64.20 Unrealized -1.0%
NICE NICE LTD 0.2%
Value ($000) $1,021 Shares 3,600 Est. Cost $61.73 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $998 Shares 2,065 Est. Cost $536.82 Unrealized 0.0%
BLDP BALLARD PWR SYS INC NEW 0.1%
Value ($000) $878 Shares 37,500 Est. Cost $18.42 Unrealized 0.0%
SILC SILICOM LTD 0.1%
Value ($000) $877 Shares 20,945 Est. Cost $43.78 Unrealized -14.2%
UNP UNION PAC CORP 0.1%
Value ($000) $875 Shares 4,204 Est. Cost $105.58 Unrealized +68.6%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $843 Shares 5,300 Est. Cost $83.76 Unrealized +61.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $726 Shares 24,054 Est. Cost $32.90 Unrealized -30.0%
SONY SONY CORP 0.1%
Value ($000) $708 Shares 7,000 Est. Cost $44.98 Unrealized
VMWARE INC 0.1%
Value ($000) $701 Shares 5,000 Est. Cost $150.44 Unrealized
IXJ ISHARES TR 0.1%
Value ($000) $693 Shares 9,071 Est. Cost $61.09 Unrealized
NKE NIKE INC 0.1%
Value ($000) $682 Shares 4,821 Est. Cost $80.87 Unrealized +52.3%
NVS NOVARTIS AG 0.1%
Value ($000) $671 Shares 7,110 Est. Cost $88.71 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $646 Shares 12,955 Est. Cost $33.41 Unrealized +31.8%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $625 Shares 10,372 Est. Cost $54.13 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $608 Shares 3,864 Est. Cost $96.44 Unrealized +32.2%
SPLUNK INC 0.1%
Value ($000) $578 Shares 3,400 Est. Cost $56.89 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $561 Shares 4,223 Est. Cost $90.85 Unrealized +34.5%
BIIB BIOGEN INC 0.1%
Value ($000) $552 Shares 2,252 Est. Cost $336.92 Unrealized -23.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $551 Shares 2,590 Est. Cost $93.64 Unrealized +74.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $548 Shares 3,940 Est. Cost $65.66 Unrealized +87.6%
GOOGL ALPHABET INC 0.1%
Value ($000) $536 Shares 306 Est. Cost $41.28 Unrealized +102.3%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $473 Shares 2,500 Est. Cost $176.59 Unrealized -6.6%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $457 Shares 3,600 Est. Cost $86.68 Unrealized +13.2%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $415 Shares 1,660 Est. Cost $214.89 Unrealized -0.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $348 Shares 1 Est. Cost $302764.90 Unrealized +9.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $325 Shares 1,930 Est. Cost $78.70 Unrealized +74.0%
EOG EOG RES INC 0.0%
Value ($000) $279 Shares 5,600 Est. Cost $34.11 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $277 Shares 3,902 Est. Cost $17.44 Unrealized +35.9%
LINDE PLC 0.0%
Value ($000) $271 Shares 1,030 Est. Cost $263.11 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $252 Shares 1,396 Est. Cost $140.23 Unrealized 0.0%
EQNR EQUINOR ASA 0.0%
Value ($000) $246 Shares 15,000 Est. Cost $16.40 Unrealized
WMT WALMART INC 0.0%
Value ($000) $202 Shares 1,400 Est. Cost $45.24 Unrealized 0.0%
NEW YORK MTG TR INC 0.0%
Value ($000) $159 Shares 43,000 Est. Cost $3.70 Unrealized