Townsend Asset Management Corp /nc/ /adv
CIK Number: 0000709089
269.42M
Market Value
193
# of Holdings
14 months
Avg. Holding Period
78.50%
Win Rate
25.25%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 524.54 | +1.15% | 38.66K | -0.63% | 18.87M | 322.28 | 7.00% | |
| 2 | Wisdomtree Tr | 81.43 | +0.15% | 172.93K | +1.44% | 14.39M | 54.47 | 5.34% | |
| 3 | Qualcomm Inc | 159.81 | +1.25% | 67.74K | +3.98% | 11.52M | 128.23 | 4.28% | |
| 4 | Amazon Com Inc | 227.34 | +1.40% | 57.91K | -1.37% | 10.79M | 113.58 | 4.00% | |
| 5 | Apple Inc | 244.83 | +0.60% | 42.22K | -0.54% | 9.84M | 121.77 | 3.65% |
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