Headinvest, LLC
CIK Number: 0001372130
529.87M
Market Value
230
# of Holdings
25 months
Avg. Holding Period
30.12%
Win Rate
7.32%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJR | iShares Core S&... | 102.34 | -0.66% | 251.01K | -1.15% | 28.92M | 52.88 | 5.46% |
| 2 | MSFT | Microsoft Corpo... | 436.13 | +0.20% | 50.37K | -1.86% | 21.23M | 72.68 | 4.01% |
| 3 | PG | The Procter & G... | 158.75 | -1.1% | 103.66K | -0.23% | 17.38M | 90.12 | 3.28% |
| 4 | VTI | Vanguard Total ... | 277.25 | -0.56% | 49.49K | +1.39% | 14.34M | 161.22 | 2.71% |
| 5 | VYM | Vanguard High D... | 125.35 | -0.44% | 110.51K | -1.56% | 14.1M | 73.48 | 2.66% |
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