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Back to 2020
Monthly Detail

August 2020

Monthly Return

+3.70%

Portfolio Value

$8.19M

Monthly Return

+3.70%

# Stocks

20

Holdings Shown

20

Portfolio Holdings

20 positions for the period 2020-07-31 to 2020-08-31.

SymbolStockNewBegin $End $DivGain %
AKAMAkamai TechNEW$112.44$116.43$0.00+3.55%
ANAutonation IncNEW$51.34$56.86$0.00+10.75%
ANSSAnsys IncNEW$310.60$339.01$0.00+9.15%
BLDTopbuild CorpNEW$131.92$153.80$0.00+16.59%
DECKDeckers OutdoorNEW$209.25$203.87$0.00-2.57%
EBSEmergent BiosolNEW$111.24$114.05$0.00+2.53%
GNRCGenerac HoldingNEW$157.58$189.98$0.00+20.56%
HELEHelen Of Troy$188.25$206.82$0.00+9.86%
IIVIIi-Vi Incorp$50.72$44.50$0.00-12.26%
MUSAMurphy Usa IncNEW$132.41$134.86$0.00+1.85%
OLLIOllies Bgn Outl$105.10$95.54$0.00-9.10%
QDELQuidel Corp$282.47$175.96$0.00-37.71%
RHRestoration Hdw$287.43$330.55$0.00+15.00%
SAMBoston Beer Inc$810.44$881.98$0.00+8.83%
TMHCTaylor MorrisonNEW$23.45$23.53$0.00+0.34%
TMUST-Mobile Us IncNEW$107.38$116.68$0.00+8.66%
TPHTri Pointe Grp$16.72$16.88$0.00+0.96%
TPXTempur Sealy$80.95$85.54$0.00+5.67%
TREXTrex CompanyNEW$139.33$149.49$0.00+7.29%
URIUtd Rentals IncNEW$155.37$177.05$0.00+13.95%

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.