CIK 0001875202 · Q4 2023
13F Equity AUM
$293.7M
+18.8% QoQ
Positions
35
+7 QoQ
AUM Rank
#5,942
Top 48%
Skill Alpha (FF)
+3.0%/yrns
No Clear EdgeRank #910 · Top 11%
vs S&P +1.6%/yr (unadj.)
Quarters Tracked
17
~4 years
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Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.
Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”
Count of positions per weight bucket — (%) = combined portfolio weight
Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.
Top 10 benchmark funds with highest portfolio overlap (Jaccard similarity)
Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.