Menlo Advisors LLC Portfolio Holdings by Sector

Menlo Advisors LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GLD QVAL GDX XLE MLPX CALF URNM DGRW 9 stocks	$54,858 28.72% of portfolio	4	3	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$29,183 15.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$27,329 14.31% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$13,677 7.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR RVT PHYS 3 stocks	$12,043 6.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$11,754 6.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$8,508 4.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$7,830 4.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$6,912 3.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$5,736 3.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$5,631 2.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CHK 1 stocks	$3,693 1.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare RPRX 1 stocks	$3,398 1.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$252 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$219 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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