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Back to 2017
Monthly Detail

October 2017

Monthly Return

+4.31%

Portfolio Value

$6.97M

Monthly Return

+4.31%

# Stocks

25

Holdings Shown

25

Portfolio Holdings

25 positions for the period 2017-09-29 to 2017-10-31.

SymbolStockNewBegin $End $DivGain %
SYNASynaptics IncNEW$39.18$37.12$0.00-5.26%
CGNXCognex Corp$110.28$123.15$0.00+11.67%
IPGPIpg Photonics$185.06$212.91$0.00+15.05%
GRMNGarmin Ltd$53.97$56.61$0.00+4.89%
TTWOTake-Two InterNEW$102.23$110.65$0.00+8.24%
MCHPMicrochip TechNEW$89.78$94.80$0.00+5.59%
VRTXVertex PharmNEW$152.04$146.23$0.00-3.82%
MUMicron Tech$39.33$44.31$0.00+12.66%
REGNRegeneron Pharm$447.12$402.62$0.00-9.95%
ATVIActivision Blzd$64.51$65.49$0.00+1.52%
AMATAppld Matls Inc$52.09$56.43$0.00+8.33%
NVDANvidia Corp$178.77$206.81$0.00+15.69%
KMPRKemper Corp$53.00$64.10$0.00+20.94%
AANAarons Inc$43.63$36.80$0.00-15.65%
MCYMercury Genl Cp$56.69$55.97$0.00-1.27%
BDCBelden IncNEW$80.53$79.91$0.00-0.77%
DANDana Inc$27.96$30.49$0.00+9.05%
SIGSignet JewelersNEW$66.55$65.57$0.31-1.01%
VSMVersum MaterlsNEW$38.82$42.08$0.00+8.40%
TDYTeledyne Tech$159.18$169.96$0.00+6.77%
JHGJanus HendersonNEW$34.84$34.75$0.00-0.26%
KEYSKeysight TechNEW$41.66$44.67$0.00+7.23%
LDOSLeidos HoldingsNEW$59.22$62.52$0.00+5.57%
MSCIMsci Inc-ANEW$116.90$117.36$0.00+0.39%
ELEstee LauderNEW$107.84$111.81$0.00+3.68%

Disclaimer: Past performance does not guarantee future results. All investments involve risk including possible loss of principal. Holdings shown reflect actual portfolio positions for the indicated period.