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	$55,763 29.54% of portfolio	4	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$29,776 15.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$24,141 12.79% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$12,716 6.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$12,000 6.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR RVT PHYS 3 stocks	$11,309 5.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$7,893 4.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$7,682 4.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$7,236 3.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$5,800 3.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$5,062 2.68% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare RPRX 1 stocks	$4,183 2.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy SWN 1 stocks	$3,038 1.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$1,915 1.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$257 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts

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