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Back to 2020
Monthly Detail

October 2020

Monthly Return

-3.87%

Portfolio Value

$8.18M

Monthly Return

-3.87%

# Stocks

20

Holdings Shown

20

Portfolio Holdings

20 positions for the period 2020-10-20 to 2020-10-30.

SymbolStockNewBegin $End $DivGain %
ANAutonation Inc$63.03$56.73$0.00-10.00%
BLDTopbuild Corp$181.91$153.21$0.00-15.78%
BLDRBuilders Firsts$33.67$30.30$0.00-10.01%
CPRTCopart IncNEW$114.98$110.36$0.00-4.02%
CRMSalesforce.Com$255.97$232.27$0.00-9.26%
CRUSCirrus LogicNEW$69.16$68.87$0.00-0.42%
CTLTCatalent IncNEW$93.16$87.77$0.00-5.79%
DISHDish Network Cp$27.06$25.49$0.00-5.80%
DVADavita Inc$89.70$86.25$0.00-3.85%
DYDycom Inds$67.51$64.94$0.00-3.81%
EBSEmergent Biosol$96.71$89.97$0.00-6.97%
FOXFFox Factory HldNEW$84.08$84.08$0.00+0.00%
IIVIIi-Vi Incorp$45.80$45.47$0.00-0.72%
MNSTMonster Beverag$80.20$76.57$0.00-4.53%
QDELQuidel CorpNEW$249.49$268.29$0.00+7.54%
RHRestoration HdwNEW$366.02$335.23$0.00-8.41%
SAMBoston Beer IncNEW$914.00$1039.18$0.00+13.70%
SYNASynaptics IncNEW$80.82$76.67$0.00-5.13%
TPHTri Pointe GrpNEW$18.82$16.43$0.00-12.70%
TPRTapestry IncNEW$20.48$22.23$0.00+8.54%

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.