Premise Capital Q1 vs. Q2 2020: A Comprehensive Look at Top Holdings
Ava Hoppe | 12 May, 2023
In a constantly evolving market, investment management firms are frequently required to adjust their portfolios to meet the changing economic landscape. As such, many companies are required to file quarterly financial reports called 13Fs with the Securities and Exchange Commission (SEC), which provide investors and other stakeholders a glimpse into the holdings of different asset management firms.
One such company, Premise Capital, LLC, recently filed their Q1 and Q2 2020 13Fs, and the changes in their holdings have garnered attention from industry experts and investors alike. In this article, we'll take a closer look at Premise Capital's top holdings and how they've shifted over the past quarter.
Premise Capital's top holdings remained relatively consistent between quarters, with the SPDR S&P 500 ETF (SPY) holding onto its top spot with a significant increase in shares from 29,475 to 87,595. Other holdings, such as the iShares TR 20 YR TR BD ETF (TLT) and the iShares TIPS Bond ETF (TIP) also saw an increase in shares in Q2 compared to Q1.
However, not all of Premise Capital's holdings saw an increase in shares. The ISHARES TR CORE MSCI EAFE (IEFA) experienced a notable decrease in shares from 134,776 to 133,427, with a corresponding decrease in value from $16,336K to $7,627K. Similarly, the Schwab US REIT ETF (SCHH) and the iShares Core MSCI Emerging Markets ETF (IEMG) saw a decrease in shares by 49.8% and 23.1%, respectively.
Additionally, there were several notable changes in Premise Capital's holdings between quarters. One of the most significant changes was the introduction of Xtrackers USD High Yield Corp Bd ETF (HYLB) into their portfolio, replacing iShares TR Core US AGG BD ETF (AGG).
Overall, Premise Capital's 13F filing reveals some interesting insights into the firm's holdings and their strategies for navigating the market. While the changes in holdings between quarters were relatively modest, the introduction of new assets shows an agility and willingness to adapt to market trends.
As always, it's important to conduct thorough research and analyze all available information before making investment decisions. However, by closely examining the holdings and changes in 13F filings such as those of Premise Capital, investors can gain valuable insights into the strategies of different asset management firms and potentially identify opportunities for growth and diversification in their own portfolios.
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