SINCERUS ADVISORY, LLC 13F Portfolio
SINCERUS ADVISORY, LLC runs SINCERUS ADVISORY, LLC and currently holds 87 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $153.27M. Their top holdings are SPY, EFA, IWR, MUB, AGG. The top five represent 36.1% of reported portfolio weight. SINCERUS ADVISORY, LLC ranks #919 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SINCERUS ADVISORY, LLC initiated 3 new positions. They added to 54 existing positions. They trimmed 17 positions. Their current best-performing preview position is MSFT with returns of +37.52%.
Portfolio Value
$153.27M
Alpha Score
20.3
#919 of 1000
Holdings
87
SINCERUS ADVISORY, LLC Current 13F Holdings
Reported holdings from SINCERUS ADVISORY, LLC's latest SEC 13F filing, ranked by portfolio weight.
87 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPY STATE STR SPDR S&P 500 ETF T | 15.13% | $587.77 | $778.54 | +32.46% | Trimmed -0.37% |
 EFA ISHARES TR | 7.53% | $81.92 | $103.40 | +26.21% | Added +7.29% |
 IWR ISHARES TR | 5.67% | $90.02 | $109.81 | +21.98% | Added +1.94% |
 MUB ISHARES TR | 4.07% | $105.82 | $101.07 | -4.49% | Added +13.81% |
 AGG ISHARES TR | 3.70% | $97.83 | $94.60 | -3.30% | Added +6.93% |
 VEA VANGUARD TAX-MANAGED FDS | 3.34% | $49.95 | $70.36 | +40.85% | Added +3.46% |
 VIG VANGUARD SPECIALIZED FUNDS | 3.14% | $199.12 | $239.00 | +20.03% | Trimmed -2.01% |
 IWM ISHARES TR | 2.98% | $222.58 | $278.93 | +25.32% | Added +0.96% |
 ESGD ISHARES TR | 2.50% | $79.99 | $102.46 | +28.09% | Added +1.50% |
 DOCN DIGITALOCEAN HLDGS INC | 2.39% | $34.07 | $134.86 | +295.83% | Added +0.00% |
Showing 1-10 of 87