Newfound Research LLC has filed its 13F form on October 13, 2022 for Q3 2022 where it was disclosed a total value porftolio of $40.8 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $6.11M, Vanguard Wellington Fd U S Mom with a value of $2.75M, Ishares Msci Usa Momentum Fact with a value of $2.69M, J P Morgan ETF Tr U S Momentum with a value of $2.68M, and Fidelity Covington Tr Momentum with a value of $2.66M.
Examining the 13F form we can see an decrease of $6.34M in the current position value, from $47.2M to 40.8M.
Below you can find more details about Newfound Research LLC portfolio as well as his latest detailed transactions.
Portfolio value
$40.8 Million
ETFs: $33.3 Million
Healthcare: $1.93 Million
Industrials: $1.56 Million
Technology: $1.4 Million
Consumer Defensive: $824,000
Consumer Cyclical: $644,000
Financial Services: $453,000
Communication Services: $241,000
Other: $249,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
