Financial Advantage as of Dec. 31, 2015
Portfolio Holdings for Financial Advantage
Financial Advantage holds 29 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 9.7 | $9.2M | 88k | 103.81 | |
SPDR Gold Trust (GLD) | 9.2 | $8.8M | 86k | 101.46 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 8.2 | $7.8M | 145k | 53.81 | |
Wal-Mart Stores (WMT) | 5.4 | $5.1M | 83k | 61.30 | |
Plum Creek Timber | 5.0 | $4.8M | 100k | 47.72 | |
Quest Diagnostics Incorporated (DGX) | 4.9 | $4.6M | 65k | 71.14 | |
3M Company (MMM) | 4.8 | $4.6M | 30k | 150.63 | |
F.N.B. Corporation (FNB) | 4.6 | $4.3M | 324k | 13.34 | |
TJX Companies (TJX) | 4.5 | $4.2M | 60k | 70.91 | |
Merck & Co (MRK) | 4.4 | $4.1M | 79k | 52.82 | |
Cisco Systems (CSCO) | 4.2 | $4.0M | 149k | 27.15 | |
Blackstone Mtg Tr (BXMT) | 4.1 | $3.9M | 146k | 26.76 | |
Precision Castparts | 4.1 | $3.9M | 17k | 232.03 | |
Southern Company (SO) | 3.9 | $3.7M | 80k | 46.79 | |
Ares Capital Corporation (ARCC) | 3.6 | $3.4M | 240k | 14.25 | |
Time Warner | 3.6 | $3.4M | 52k | 64.68 | |
Union Pacific Corporation (UNP) | 3.2 | $3.0M | 38k | 78.20 | |
Kinder Morgan (KMI) | 3.1 | $3.0M | 199k | 14.92 | |
Gentex Corporation (GNTX) | 2.5 | $2.4M | 151k | 16.01 | |
Lazard Ltd-cl A shs a | 2.5 | $2.4M | 53k | 45.01 | |
Consumer Staples Select Sect. SPDR (XLP) | 1.2 | $1.2M | 24k | 50.48 | |
SPDR S&P Biotech (XBI) | 0.8 | $810k | 12k | 70.17 | |
Exxon Mobil Corporation (XOM) | 0.7 | $702k | 9.0k | 77.94 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $480k | 15k | 32.17 | |
SPDR S&P Oil & Gas Equipt & Servs. | 0.5 | $483k | 28k | 17.53 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.3 | $282k | 3.6k | 78.95 | |
At&t (T) | 0.2 | $234k | 6.8k | 34.47 | |
Templeton Global Income Fund | 0.1 | $97k | 15k | 6.33 | |
Netlist (NLST) | 0.0 | $26k | 29k | 0.89 |