CIK: 0001641891
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology INC | Stock-Tech | 27.11% | — | +11.92% | |
| 2 | PM | Philip Morris International | Stock-Consumer Staples | 23.49% | — | — | |
| 3 | SKAA | Skechers USA Inc-cl A | Stock-Other | 20.34% | — | +38.16% | |
| 4 | WDC | Western Digital CORP | Stock-Tech | 13.31% | — | -43.61% | |
| 5 | TWTRUSD | Twitter INC | Stock-Other | 9.45% | — | -27.23% | |
| 6 | SKMEUR | Sk Telecom Co Ltd-spon Adr | Stock-Other | 4.63% | — | — | |
| 7 | FITEUR | Fitbit INC - A | Stock-Other | 1.41% | — | — | |
| 8 | AAWWUSD | Atlas Air Worldwide Holdings | Stock-Other | 0.27% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SKAA | Skechers USA Inc-cl A | +4.2% | +38.16% | Add |
| 2 | FITEUR | Fitbit INC - A | -0.4% | — | Unchanged |
| 3 | MU | Micron Technology INC | -0.6% | +11.92% | Add |
| 4 | SKMEUR | Sk Telecom Co Ltd-spon Adr | -0.7% | — | Unchanged |
| 5 | TWTRUSD | Twitter INC | -3.4% | -27.23% | Trim |
| 6 | WDC | Western Digital CORP | -12.6% | -43.61% | Trim |
| 7 | PM | Philip Morris International | — | NEW | New buy |
| 8 | VALE | Vale Sa-sp Adr | — | EXIT | Sold out |
| 9 | AAWWUSD | Atlas Air Worldwide Holdings | — | NEW | New buy |