Back to 2020
Monthly Detail
October 2020
Monthly Return
+7.24%
Portfolio Value
$8.51M
Monthly Return
+7.24%
# Stocks
20
Holdings Shown
20
Portfolio Holdings
20 positions for the period 2020-09-30 to 2020-10-20.
| Symbol | Stock | New | Begin $ | End $ | Div | Gain % |
|---|---|---|---|---|---|---|
| AN | Autonation Inc | $52.93 | $63.03 | $0.00 | +19.08% | |
| BLD | Topbuild Corp | $170.69 | $181.91 | $0.00 | +6.57% | |
| BLDR | Builders Firsts | $32.62 | $33.67 | $0.00 | +3.22% | |
| CPRT | Copart Inc | NEW | $105.16 | $114.98 | $0.00 | +9.34% |
| CRM | Salesforce.Com | $251.32 | $255.97 | $0.00 | +1.85% | |
| CRUS | Cirrus Logic | NEW | $67.45 | $69.16 | $0.00 | +2.54% |
| CTLT | Catalent Inc | NEW | $85.66 | $93.16 | $0.00 | +8.76% |
| DISH | Dish Network Cp | $29.03 | $27.06 | $0.00 | -6.79% | |
| DVA | Davita Inc | $85.65 | $89.70 | $0.00 | +4.73% | |
| DY | Dycom Inds | $52.82 | $67.51 | $0.00 | +27.81% | |
| EBS | Emergent Biosol | $103.33 | $96.71 | $0.00 | -6.41% | |
| FOXF | Fox Factory Hld | NEW | $74.33 | $84.08 | $0.00 | +13.12% |
| IIVI | Ii-Vi Incorp | $40.56 | $45.80 | $0.00 | +12.92% | |
| MNST | Monster Beverag | $80.20 | $80.20 | $0.00 | +0.00% | |
| QDEL | Quidel Corp | NEW | $219.38 | $249.49 | $0.00 | +13.72% |
| RH | Restoration Hdw | NEW | $382.62 | $366.02 | $0.00 | -4.34% |
| SAM | Boston Beer Inc | NEW | $883.36 | $914.00 | $0.00 | +3.47% |
| SYNA | Synaptics Inc | NEW | $80.42 | $80.82 | $0.00 | +0.50% |
| TPH | Tri Pointe Grp | NEW | $18.14 | $18.82 | $0.00 | +3.75% |
| TPR | Tapestry Inc | NEW | $15.63 | $20.48 | $0.00 | +31.03% |
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.