Replicas Small Cap Portfolio Notes

Our small cap portfolio recently rebalanced.  Key portfolio changes include:

Wisdomtree Investments Inc,  (WETF), operates as an exchange-traded fund (ETF) sponsor and asset manager.  It creates and offers ETFs in equities, currency, fixed income, and alternative asset classes.  The company also licenses its indexes to third parties for proprietary products.  The company was founded in 1985 and headquartered in NYC.

Asbury Automotive Group Inc., (ABG),  operates as an automotive retailer in the United States.  It offers new and used vehicles, vehicle maintenance, replacement parts, collision repair, and financing and insurance services.  The company was founded in 1995 and is based in Duluth Georgia.  

       

 

 

 

 

The portfolio’s cash weighting is at 19.48%.

If you are interested in reviewing our security and sector weightings and interested in purchasing this portfolio, please feel free to view our proprietary Replica on the Motif-Dealer platform by clicking here.