Townsend Asset Management Corp /nc/ /adv
CIK Number: 0000709089
259.41M
Market Value
184
# of Holdings
16 months
Avg. Holding Period
38.07%
Win Rate
23.47%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Tru... | 488.10 | +0.99% | 38.26K | -1.02% | 19.56M | 322.28 | 7.15% |
| 2 | DGRW | WisdomTree U.S.... | 78.56 | +0.46% | 173.11K | +0.11% | 14.01M | 54.5 | 5.12% |
| 3 | AMZN | Amazon.com, Inc... | 192.06 | +1.78% | 61.87K | +6.85% | 13.57M | 125.48 | 4.96% |
| 4 | QCOM | QUALCOMM Incorp... | 145.05 | +0.52% | 72.35K | +6.80% | 11.11M | 129.84 | 4.06% |
| 5 | JPM | JPMorgan Chase ... | 253.46 | +1.63% | 43.58K | +1.69% | 10.45M | 135.93 | 3.82% |
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