NC
Niemann Capital Management Inc Historical SEC 13F Holdings & Archive (Q4 2020)
Niemann Capital Management IncCIK: 0001143892
Concentrated strategyMomentum followerHigh-turnover trader
Total reported value
$788.0K
Reporting period: 2020-12-31 · Number of holdings: 2
NIEMANN CAPITAL MANAGEMENT INC disclosed 2 holdings in its latest 13F filing for the period ending 2020-12-31, with total reported value of $788.0K and a quarterly turnover rate of 87.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 87.03
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 95.98
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd SHY
-48.2% -$473.0K
Add IYW
+117.7% -$177.0K
Sold out SPY
Sold out NULG
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 64.21% | +15.31% | -48.24% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-Tech | 35.79% | +12.86% | +117.73% |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2020 Q4 | 2 | $788.0K | 87 | ||
| 2020 Q3 | 4 | $2.0M | 100 | ||
| 2020 Q2 | 53 | $77.3M | 83 | ||
| 2020 Q1 | 10 | $94.5M | 100 | ||
| 2019 Q4 | 64 | $124.5M | 100 | ||
| 2019 Q3 | 12 | $137.9M | 96 | ||
| 2019 Q2 | 16 | $136.1M | 100 | ||
| 2019 Q1 | 15 | $149.3M | 100 | ||
| 2018 Q4 | 14 | $94.3M | 100 | ||
| 2018 Q3 | 13 | $185.0M | 52 | ||
| 2018 Q2 | 15 | $172.4M | 100 | ||
| 2018 Q1 | 17 | $153.9M | 74 | ||
| 2017 Q4 | 16 | $168.5M | 78 | ||
| 2017 Q3 | 17 | $165.4M | 100 | ||
| 2017 Q2 | 17 | $153.7M | 75 | ||
| 2017 Q1 | 16 | $142.2M | 100 | ||
| 2016 Q4 | 19 | $155.2M | 100 | ||
| 2016 Q3 | 21 | $152.4M | 100 | ||
| 2016 Q2 | 13 | $132.8M | 88 | ||
| 2016 Q1 | 13 | $108.0M | 100 | ||
| 2015 Q4 | 11 | $79.1M | 100 | ||
| 2015 Q3 | 14 | $65.9M | 100 | ||
| 2015 Q2 | 23 | $140.1M | 70 | ||
| 2015 Q1 | 22 | $148.1M | 55 | ||
| 2014 Q4 | 23 | $140.6M | 97 | ||
| 2014 Q3 | 24 | $139.5M | 100 | ||
| 2014 Q2 | 21 | $146.3M | 100 | ||
| 2014 Q1 | 20 | $146.9M | 42 | ||
| 2013 Q4 | 20 | $145.1M | 35 | ||
| 2013 Q3 | 18 | $139.0M | 60 | ||
| 2013 Q2 | 16 | $121.4M | 0 |
Holding changes this quarter
Niemann Capital Management Inc's most significant position changes for 2020-12-31: Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Nuveen Esg Lrg-cap Grw ETF (NULG); Trim: Ishares 1-3 Year Treasury Bo (SHY) — shares -48.24%; Add: Ishares Ustechnology ETF (IYW) — shares +117.73%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +15.3% | -48.24% | Trim |
| 2 | IYW | Ishares Ustechnology ETF | +12.9% | +117.73% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 4 | NULG | Nuveen Esg Lrg-cap Grw ETF | — | EXIT | Sold out |
Filing History
FAQ
What is Niemann Capital Management Inc and what type of investor is it?
Niemann Capital Management Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2020-12-31), the firm manages a tracked equity portfolio valued at approximately $788.0K, spread across 2 disclosed positions.
What are Niemann Capital Management Inc's largest equity positions?
Based on the latest 13F filing, Niemann Capital Management Inc's top holdings by market value are:
1. Ishares 1-3 Year Treasury Bo (SHY) — $506.0K (64.2%)
2. Ishares Ustechnology ETF (IYW) — $282.0K (35.8%)
What changes did Niemann Capital Management Inc make in its most recent portfolio filing?
In the latest reported quarter, Niemann Capital Management Inc made 4 notable position adjustments: 0 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Nuveen Esg Lrg-cap Grw ETF (NULG); Trim: Ishares 1-3 Year Treasury Bo (SHY) — shares -48.24%; Add: Ishares Ustechnology ETF (IYW) — shares +117.73%
What sectors does Niemann Capital Management Inc focus on?
Sector breakdown data is not yet available for Niemann Capital Management Inc. Check back after the next 13F processing cycle.
Investment Profile
Niemann Capital Management Inc's portfolio is concentrated and fast-trading.
Its concentration score has risen from 8 to 100 over the past 4 quarters — a shift toward higher-conviction positions.
It has trimmed its SHY position for two straight quarters, cutting it by $11.7M while still holding $506.0K.
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Developer Access
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