Revealing the Shifts in Vectors Research Management's Holdings: Q3 2022 vs. Q4 2022

Vectors Research Management, LLC is an investment management company that manages a diverse range of portfolios targeted towards institutional and high net worth investors. The firm's investment decisions are based on a research-driven approach that seeks to combine value and momentum-based investment strategies.

In this blog post, we will be looking at the changes in holdings of one of Vectors Research Management's portfolios, comparing their Q3 2022 to Q4 2022. This comparison analysis is based on a disclosed CSV of 59 holdings in the portfolio, including corporate bonds, ETFs, and equities.

Main Body:

The top ten equity holdings in Vectors Research Management's portfolio include technology giants like Apple Inc and Microsoft Corp, energy firms like ConocoPhillips and Exxon Mobil Corporation, and healthcare giants like UnitedHealth Group Inc and Eli Lilly and Company.

The portfolio also has some investments in the banking sector, which saw a significant increase in holdings between Q3 and Q4 2022. For example, the portfolio's holdings in the Invesco S&P Regional Banking ETF (KRE) increased by 27.4% from 55,546 shares in Q3 to 70,960 shares in Q4. Similarly, holdings in the SPDR S&P Bank ETF (KBE) increased by a significant 33% from 52,915 shares in Q3 to 69,029 shares in Q4.

In addition, the portfolio saw an increase in its holdings of several ETFs, including the Vanguard Short-Term Treasury ETF (VGSH), which increased by 6.1% from 390,000 shares in Q3 to 413,416 shares in Q4. Furthermore, the portfolio's holdings in the SPDR Industrial Select Sector ETF (XLI) increased by 38% from 33,622 shares in Q3 to 39,135 shares in Q4.

While the portfolio saw some significant increases in holdings, it also witnessed a decrease in holdings of other investments. For instance, the portfolio's holdings in the iShares Short-Term Corporate Bond ETF (IGSB) declined by 5.8% from 531,761 shares in Q3 to 495,283 shares in Q4. Similarly, holdings in the Blackrock Income Tr Inc, which was not present in Q3, but features among the holdings in Q4, went down by 0.0% of an undetermined amount of Q4.

Conclusion:

In conclusion, the changes in the holdings of Vectors Research Management's portfolio between Q3 and Q4 2022 reflect a mix of increased holdings in specific sectors and ETFs and decreased holdings in specific holdings. This shift suggests that the firm increased its exposure in certain sectors while scaling back on other investments, adjusting its diversification approach to adapt to changing market conditions. The analysis above highlights the importance of regular portfolio reviews and adjustments to maintain a balanced and diversified portfolio.