Asset Manager
← All Institutions
Applied Fundamental Research, LLC
Market Value
$76M
-24.7%
Holdings
10
-1
New Purchases
0
Added To
2
Closed
0
Reduced
6
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 4 | $33M | 43.3% |
| Mid Cap | 3 | $25M | 33.2% |
| Small Cap | 3 | $18M | 23.5% |
Portfolio Analytics
Avg Market Cap
$8.7B
Median Market Cap
$6.2B
Avg P/E
40.7
Median P/E
28.0
Avg Dividend Yield
0.01%
Avg Beta
1.05
# Stocks
10
# ETFs / Funds
0
Top Holdings (10 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAC | 16.12% | 305,099 | $12M | $40.03 | -$5M | -143,155 | -31.9% | |
| 2 | DY | 15.64% | 34,972 | $12M | $338.82 | $32K | — | — | |
| 3 | ALGN | 13.87% | 61,312 | $11M | $171.43 | $1M | +2,893 | +5.0% | |
| 4 | UFPT | 13.49% | 52,788 | $10M | $193.60 | -$2M | — | — | |
| 5 | HEI-A | 11.12% | 39,921 | $8M | $211.09 | $1M | +11,787 | +41.9% | |
| 6 | FIGS | 10.05% | 515,569 | $8M | $14.77 | -$2M | -360,250 | -41.1% | |
| 7 | NABL | 7.66% | 1,243,671 | $6M | $4.67 | -$4M | -9,158 | -0.7% | |
| 8 | UHAL-B | 7.02% | 119,045 | $5M | $44.67 | -$5M | -92,981 | -43.9% | |
| 9 | GLPI | 2.70% | 46,034 | $2M | $44.37 | -$6M | -124,173 | -73.0% | |
| 10 | NOMD | 2.35% | 185,121 | $2M | $9.61 | -$5M | -339,179 | -64.7% |