August 2020

Portfolio holdings and performance details

Monthly Return
+0.04%
Portfolio Value
$8,189,867.88M
Portfolio Holdings
Stock positions for August 2020
CompanyTickerStart PriceEnd PriceDividendsGain
Generac Holding
GNRC$157.58$189.98-+0.21%
Topbuild Corp
BLD$131.92$153.80-+0.17%
Restoration Hdw
RH$287.43$330.55-+0.15%
Utd Rentals Inc
URI$155.37$177.05-+0.14%
Autonation Inc
AN$51.34$56.86-+0.11%
Helen Of Troy
HELE$188.25$206.82-+0.10%
Ansys Inc
ANSS$310.60$339.01-+0.09%
Boston Beer Inc
SAM$810.44$881.98-+0.09%
T-Mobile Us Inc
TMUS$107.38$116.68-+0.09%
Trex Company
TREX$139.33$149.49-+0.07%
Tempur Sealy
TPX$80.95$85.54-+0.06%
Akamai Tech
AKAM$112.44$116.43-+0.04%
Emergent Biosol
EBS$111.24$114.05-+0.03%
Murphy Usa Inc
MUSA$132.41$134.86-+0.02%
Tri Pointe Grp
TPH$16.72$16.88-+0.01%
Taylor Morrison
TMHC$23.45$23.53-+0.00%
Deckers Outdoor
DECK$209.25$203.87--0.03%
Ollies Bgn Outl
OLLI$105.10$95.54--0.09%
Ii-Vi Incorp
IIVI$50.72$44.50--0.12%
Quidel Corp
QDEL$282.47$175.96--0.38%