Teamwork Financial Advisors, LLC Diversified Active

CIK: 0001629931 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 15, 2020

Total Value ($000): $322,723 (100.0% shares, 0.0% debt)

Holdings (177)

AAPL APPLE INC 23.0%
Value ($000) $74,210 Shares 640,788 Est. Cost $95.75 Unrealized +10.7%
V VISA INC 5.2%
Value ($000) $16,658 Shares 83,305 Est. Cost $174.53 Unrealized +10.1%
PINS PINTEREST INC 5.0%
Value ($000) $16,182 Shares 389,834 Est. Cost $25.70 Unrealized +26.9%
TTD THE TRADE DESK INC 5.0%
Value ($000) $16,114 Shares 31,062 Est. Cost $25.91 Unrealized +76.2%
VGSH VANGUARD SCOTTSDALE FDS 4.1%
Value ($000) $13,195 Shares 212,512 Est. Cost $62.11 Unrealized
SE SEA LTD 2.4%
Value ($000) $7,691 Shares 49,929 Est. Cost $115.71 Unrealized
AMZN AMAZON COM INC 2.1%
Value ($000) $6,753 Shares 2,145 Est. Cost $101.78 Unrealized +54.9%
MELI MERCADOLIBRE INC 2.1%
Value ($000) $6,636 Shares 6,130 Est. Cost $868.32 Unrealized +25.0%
SHOP SHOPIFY INC 1.6%
Value ($000) $5,311 Shares 5,192 Est. Cost $42.02 Unrealized +136.6%
HDV ISHARES TR 1.6%
Value ($000) $5,143 Shares 63,900 Est. Cost $84.19 Unrealized
SPG SIMON PPTY GROUP INC NEW 1.5%
Value ($000) $4,930 Shares 76,223 Est. Cost $48.49 Unrealized 0.0%
MSFT MICROSOFT CORP 1.1%
Value ($000) $3,554 Shares 16,898 Est. Cost $149.80 Unrealized +34.0%
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $3,551 Shares 10,502 Est. Cost $283.53 Unrealized +11.3%
CCL CARNIVAL CORP 1.0%
Value ($000) $3,122 Shares 205,688 Est. Cost $15.38 Unrealized +0.5%
SPTL SPDR SER TR 1.0%
Value ($000) $3,091 Shares 66,122 Est. Cost $42.01 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $2,466 Shares 28,152 Est. Cost $65.83 Unrealized +15.9%
DIS DISNEY WALT CO 0.8%
Value ($000) $2,436 Shares 19,636 Est. Cost $126.91 Unrealized -3.8%
OKTA OKTA INC 0.7%
Value ($000) $2,287 Shares 10,693 Est. Cost $122.15 Unrealized +70.7%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $2,277 Shares 7,402 Est. Cost $261.96 Unrealized
DOCU DOCUSIGN INC 0.7%
Value ($000) $2,173 Shares 10,096 Est. Cost $195.84 Unrealized +6.0%
AVGO BROADCOM INC 0.7%
Value ($000) $2,168 Shares 5,951 Est. Cost $24.80 Unrealized +19.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value ($000) $2,137 Shares 26,359 Est. Cost $54.10 Unrealized
LIVONGO HEALTH INC 0.7%
Value ($000) $2,121 Shares 15,143 Est. Cost $75.21 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2,092 Shares 6,246 Est. Cost $313.81 Unrealized
WIX WIX COM LTD 0.6%
Value ($000) $1,994 Shares 7,824 Est. Cost $174.72 Unrealized +57.8%
EPD ENTERPRISE PRODS PARTNERS L 0.6%
Value ($000) $1,969 Shares 124,690 Est. Cost $20.76 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $1,951 Shares 7,027 Est. Cost $57.18 Unrealized +5.4%
NOW SERVICENOW INC 0.6%
Value ($000) $1,889 Shares 3,894 Est. Cost $69.56 Unrealized +28.4%
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,867 Shares 33,770 Est. Cost $50.42 Unrealized
EQIX EQUINIX INC 0.6%
Value ($000) $1,829 Shares 2,407 Est. Cost $552.66 Unrealized +23.7%
STORE CAP CORP 0.6%
Value ($000) $1,819 Shares 66,320 Est. Cost $24.61 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1,816 Shares 21,922 Est. Cost $82.84 Unrealized
MAC MACERICH CO 0.5%
Value ($000) $1,752 Shares 257,995 Est. Cost $8.02 Unrealized
GOVT ISHARES TR 0.5%
Value ($000) $1,672 Shares 59,826 Est. Cost $27.98 Unrealized
FSLY FASTLY INC 0.5%
Value ($000) $1,618 Shares 17,276 Est. Cost $61.59 Unrealized +40.9%
LQD ISHARES TR 0.5%
Value ($000) $1,546 Shares 11,477 Est. Cost $134.50 Unrealized
IHI ISHARES TR 0.5%
Value ($000) $1,501 Shares 5,011 Est. Cost $264.81 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,497 Shares 7,599 Est. Cost $123.64 Unrealized +52.0%
FIXD FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,496 Shares 27,183 Est. Cost $54.81 Unrealized
BROOKFIELD ASSET MGMT INC 0.5%
Value ($000) $1,485 Shares 44,929 Est. Cost $47.78 Unrealized
TWLO TWILIO INC 0.5%
Value ($000) $1,484 Shares 6,006 Est. Cost $102.13 Unrealized +141.4%
BARRICK GOLD CORP 0.4%
Value ($000) $1,452 Shares 51,638 Est. Cost $28.12 Unrealized
CRM SALESFORCE COM INC 0.4%
Value ($000) $1,396 Shares 5,556 Est. Cost $164.11 Unrealized +31.8%
XYZ SQUARE INC 0.4%
Value ($000) $1,385 Shares 8,521 Est. Cost $107.03 Unrealized +31.9%
IYT ISHARES TR 0.4%
Value ($000) $1,379 Shares 6,932 Est. Cost $189.38 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,343 Shares 2,482 Est. Cost $7.30 Unrealized +59.0%
FMB FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $1,340 Shares 24,107 Est. Cost $55.02 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $1,340 Shares 914 Est. Cost $66.92 Unrealized +13.0%
TSLA TESLA INC 0.4%
Value ($000) $1,323 Shares 3,083 Est. Cost $109.77 Unrealized +7.6%
T AT&T INC 0.4%
Value ($000) $1,291 Shares 45,296 Est. Cost $16.87 Unrealized -7.8%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,249 Shares 21,000 Est. Cost $42.28 Unrealized +0.7%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,232 Shares 22,964 Est. Cost $56.14 Unrealized
IGSB ISHARES TR 0.4%
Value ($000) $1,222 Shares 22,260 Est. Cost $54.76 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $1,210 Shares 3,599 Est. Cost $310.96 Unrealized
HYMB SPDR SER TR 0.4%
Value ($000) $1,207 Shares 21,229 Est. Cost $56.74 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $1,201 Shares 23,208 Est. Cost $50.82 Unrealized
SCHV SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,192 Shares 22,848 Est. Cost $50.30 Unrealized
ARKG ARK ETF TR 0.4%
Value ($000) $1,175 Shares 18,443 Est. Cost $63.71 Unrealized
MDB MONGODB INC 0.4%
Value ($000) $1,146 Shares 4,949 Est. Cost $131.29 Unrealized +65.1%
SOXX ISHARES TR 0.4%
Value ($000) $1,138 Shares 3,737 Est. Cost $270.97 Unrealized
ITB ISHARES TR 0.4%
Value ($000) $1,132 Shares 19,981 Est. Cost $44.24 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $1,116 Shares 8,457 Est. Cost $104.82 Unrealized +16.5%
IYC ISHARES TR 0.3%
Value ($000) $1,114 Shares 4,454 Est. Cost $219.01 Unrealized
ARKK ARK ETF TR 0.3%
Value ($000) $1,108 Shares 12,048 Est. Cost $81.22 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $1,071 Shares 10,328 Est. Cost $98.62 Unrealized
FDN FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF 0.3%
Value ($000) $1,064 Shares 5,652 Est. Cost $170.54 Unrealized
IGM ISHARES TR 0.3%
Value ($000) $1,032 Shares 3,340 Est. Cost $279.09 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $1,027 Shares 7,480 Est. Cost $116.53 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,000 Shares 2,816 Est. Cost $272.61 Unrealized +13.4%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $997 Shares 27,507 Est. Cost $33.18 Unrealized -2.3%
FVRR FIVERR INTL LTD 0.3%
Value ($000) $981 Shares 7,062 Est. Cost $107.21 Unrealized 0.0%
VTC VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $962 Shares 10,440 Est. Cost $87.61 Unrealized
IRM IRON MTN INC NEW 0.3%
Value ($000) $958 Shares 35,744 Est. Cost $21.66 Unrealized +2.5%
IYJ ISHARES TR 0.3%
Value ($000) $949 Shares 5,676 Est. Cost $167.20 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $944 Shares 10,706 Est. Cost $88.30 Unrealized
IYK ISHARES TR 0.3%
Value ($000) $935 Shares 6,262 Est. Cost $149.31 Unrealized
JQUA J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $912 Shares 28,102 Est. Cost $30.43 Unrealized
BLACKROCK INC 0.3%
Value ($000) $885 Shares 1,570 Est. Cost $502.64 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.3%
Value ($000) $881 Shares 5,289 Est. Cost $111.54 Unrealized +15.7%
CRSP CRISPR THERAPEUTICS AG 0.3%
Value ($000) $878 Shares 10,500 Est. Cost $88.70 Unrealized 0.0%
SLV ISHARES SILVER TR 0.3%
Value ($000) $870 Shares 40,225 Est. Cost $21.63 Unrealized
SPYM SPDR SER TR 0.3%
Value ($000) $859 Shares 21,836 Est. Cost $35.02 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $846 Shares 12,378 Est. Cost $65.53 Unrealized
HLI HOULIHAN LOKEY INC 0.3%
Value ($000) $842 Shares 14,264 Est. Cost $52.34 Unrealized -1.1%
SHY ISHARES TR 0.3%
Value ($000) $833 Shares 9,624 Est. Cost $84.72 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $826 Shares 3,877 Est. Cost $217.17 Unrealized -5.8%
MTUM ISHARES TR 0.3%
Value ($000) $815 Shares 5,532 Est. Cost $125.71 Unrealized
JD JD.COM INC 0.2%
Value ($000) $798 Shares 10,281 Est. Cost $77.62 Unrealized
ROKU ROKU INC 0.2%
Value ($000) $794 Shares 4,208 Est. Cost $139.24 Unrealized +13.6%
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $785 Shares 15,188 Est. Cost $51.67 Unrealized
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $765 Shares 2,458 Est. Cost $261.58 Unrealized +9.5%
PEP PEPSICO INC 0.2%
Value ($000) $762 Shares 5,498 Est. Cost $112.77 Unrealized +2.1%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $758 Shares 4,550 Est. Cost $80.57 Unrealized +45.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $743 Shares 7,150 Est. Cost $91.39 Unrealized -5.6%
SPIB SPDR SER TR 0.2%
Value ($000) $690 Shares 18,769 Est. Cost $36.76 Unrealized
MKC MCCORMICK & CO INC 0.2%
Value ($000) $689 Shares 3,549 Est. Cost $72.50 Unrealized +20.9%
CVS CVS HEALTH CORP 0.2%
Value ($000) $678 Shares 11,602 Est. Cost $56.56 Unrealized -7.4%
SUB ISHARES TR 0.2%
Value ($000) $676 Shares 6,252 Est. Cost $107.84 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $649 Shares 10,189 Est. Cost $60.76 Unrealized
ANGL VANECK VECTORS ETF TR 0.2%
Value ($000) $638 Shares 21,457 Est. Cost $29.83 Unrealized
SHYG ISHARES TR 0.2%
Value ($000) $631 Shares 14,347 Est. Cost $43.35 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $614 Shares 12,246 Est. Cost $50.01 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $614 Shares 8,139 Est. Cost $73.34 Unrealized
SPLB SPDR SER TR 0.2%
Value ($000) $580 Shares 18,252 Est. Cost $31.78 Unrealized
SPIRIT RLTY CAP INC NEW 0.2%
Value ($000) $564 Shares 16,703 Est. Cost $34.78 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $563 Shares 2,330 Est. Cost $202.57 Unrealized +7.0%
HD HOME DEPOT INC 0.2%
Value ($000) $556 Shares 2,004 Est. Cost $194.17 Unrealized +22.4%
INDEXIQ ETF TR 0.2%
Value ($000) $549 Shares 22,175 Est. Cost $24.23 Unrealized
TDOC TELADOC HEALTH INC 0.2%
Value ($000) $548 Shares 2,501 Est. Cost $170.94 Unrealized +23.9%
BEP BROOKFIELD RENEWABLE PARTNER 0.2%
Value ($000) $543 Shares 10,330 Est. Cost $46.65 Unrealized
MRK MERCK & CO. INC 0.2%
Value ($000) $535 Shares 6,444 Est. Cost $64.91 Unrealized +1.6%
SHYD VANECK VECTORS ETF TR 0.2%
Value ($000) $532 Shares 21,837 Est. Cost $24.00 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $524 Shares 4,299 Est. Cost $121.98 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $521 Shares 2,052 Est. Cost $182.24 Unrealized +15.0%
USHY ISHARES TR 0.2%
Value ($000) $517 Shares 13,102 Est. Cost $38.80 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $516 Shares 2,913 Est. Cost $177.14 Unrealized
ISHARES GOLD TRUST 0.2%
Value ($000) $514 Shares 28,557 Est. Cost $17.37 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $514 Shares 1,341 Est. Cost $332.73 Unrealized -1.1%
ET ENERGY TRANSFER LP 0.2%
Value ($000) $505 Shares 93,261 Est. Cost $10.60 Unrealized
VAC MARRIOTT VACTINS WORLDWID CO 0.2%
Value ($000) $500 Shares 5,511 Est. Cost $81.45 Unrealized +11.4%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $486 Shares 1,560 Est. Cost $281.06 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $466 Shares 8,866 Est. Cost $50.11 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $466 Shares 7,668 Est. Cost $40.14 Unrealized +12.3%
ALTERYX INC 0.1%
Value ($000) $448 Shares 3,946 Est. Cost $147.95 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $441 Shares 8,793 Est. Cost $39.26 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $440 Shares 3,418 Est. Cost $117.21 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $416 Shares 9,918 Est. Cost $26.96 Unrealized +22.6%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $414 Shares 4,324 Est. Cost $95.14 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $407 Shares 17,331 Est. Cost $23.98 Unrealized -9.0%
CEF SPROTT PHYSICAL GOLD & SILVE 0.1%
Value ($000) $404 Shares 22,055 Est. Cost $18.32 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $394 Shares 3,397 Est. Cost $115.61 Unrealized
GEM GOLDMAN SACHS ETF TR 0.1%
Value ($000) $383 Shares 11,693 Est. Cost $34.29 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $376 Shares 13,731 Est. Cost $27.38 Unrealized
KXI ISHARES TR 0.1%
Value ($000) $357 Shares 6,453 Est. Cost $51.71 Unrealized
VEEV VEEVA SYS INC 0.1%
Value ($000) $337 Shares 1,199 Est. Cost $263.54 Unrealized 0.0%
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $332 Shares 11,811 Est. Cost $27.29 Unrealized
BIL SPDR SER TR 0.1%
Value ($000) $327 Shares 3,568 Est. Cost $91.69 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.1%
Value ($000) $325 Shares 27,810 Est. Cost $12.31 Unrealized
FEDERAL RLTY INVT TR 0.1%
Value ($000) $316 Shares 4,297 Est. Cost $82.63 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $315 Shares 7,924 Est. Cost $37.57 Unrealized
HDEF DBX ETF TR 0.1%
Value ($000) $314 Shares 15,422 Est. Cost $24.36 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $299 Shares 3,104 Est. Cost $108.67 Unrealized -21.4%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $294 Shares 893 Est. Cost $255.73 Unrealized +30.5%
NVS NOVARTIS AG 0.1%
Value ($000) $289 Shares 3,325 Est. Cost $82.41 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $288 Shares 406 Est. Cost $185.06 Unrealized +21.3%
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $287 Shares 900 Est. Cost $244.52 Unrealized +16.2%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $280 Shares 10,760 Est. Cost $32.60 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $277 Shares 1,322 Est. Cost $145.94 Unrealized +24.8%
DXCM DEXCOM INC 0.1%
Value ($000) $274 Shares 665 Est. Cost $104.48 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $274 Shares 5,880 Est. Cost $45.63 Unrealized 0.0%
ZTS ZOETIS INC 0.1%
Value ($000) $271 Shares 1,640 Est. Cost $146.70 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $270 Shares 15,338 Est. Cost $18.81 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $265 Shares 180 Est. Cost $66.98 Unrealized +13.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $259 Shares 2,197 Est. Cost $70.96 Unrealized +34.1%
MCO MOODYS CORP 0.1%
Value ($000) $255 Shares 881 Est. Cost $236.14 Unrealized +15.6%
PSA PUBLIC STORAGE 0.1%
Value ($000) $250 Shares 1,122 Est. Cost $151.61 Unrealized +7.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $240 Shares 490 Est. Cost $465.18 Unrealized 0.0%
IBOC INTERNATIONAL BANCSHARES COR 0.1%
Value ($000) $239 Shares 9,176 Est. Cost $34.68 Unrealized -24.6%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $239 Shares 3,029 Est. Cost $78.60 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $235 Shares 2,094 Est. Cost $111.58 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $234 Shares 5,403 Est. Cost $72.49 Unrealized -41.2%
EMB ISHARES TR 0.1%
Value ($000) $233 Shares 2,103 Est. Cost $110.79 Unrealized
MAG SILVER CORP 0.1%
Value ($000) $232 Shares 14,256 Est. Cost $16.27 Unrealized
SA SEABRIDGE GOLD INC 0.1%
Value ($000) $231 Shares 12,288 Est. Cost $18.75 Unrealized 0.0%
VICI VICI PPTYS INC 0.1%
Value ($000) $226 Shares 9,650 Est. Cost $16.85 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $226 Shares 2,000 Est. Cost $102.09 Unrealized -0.7%
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $224 Shares 4,746 Est. Cost $45.98 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $217 Shares 2,716 Est. Cost $71.86 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $212 Shares 5,632 Est. Cost $46.45 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $211 Shares 2,455 Est. Cost $70.79 Unrealized 0.0%
SPTM SPDR SER TR 0.1%
Value ($000) $211 Shares 5,150 Est. Cost $37.72 Unrealized
AMERICAN CAMPUS CMNTYS INC 0.1%
Value ($000) $210 Shares 6,000 Est. Cost $35.00 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $207 Shares 4,228 Est. Cost $47.96 Unrealized 0.0%
PAAS PAN AMERN SILVER CORP 0.1%
Value ($000) $203 Shares 6,311 Est. Cost $34.37 Unrealized 0.0%
CXW CORECIVIC INC 0.1%
Value ($000) $185 Shares 23,160 Est. Cost $10.67 Unrealized -14.9%
PFLT PENNANTPARK FLOATING RATE CA 0.1%
Value ($000) $166 Shares 19,712 Est. Cost $4.66 Unrealized 0.0%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $140 Shares 27,875 Est. Cost $2.74 Unrealized -6.4%