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Covestor models holding MCD
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Sparrow Capital Management Fundamental Growth
- Equity
- Long-Only
- US
- Multi Cap
- Growth
Performance
-
7.3%90 day
-
22.9%365 days
-
Avg. Sub.
6.6%90 day
Monthly vs S&P500
-2.8%
12 months
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Oceanic Capital Global Diversified Aggressive
- Multi Asset Class
- Long-Only
- Global
Performance
-
4.3%90 day
-
14.5%365 days
-
Avg. Sub.
4.0%90 day
Monthly vs S&P500
-5.0%
12 months
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Oceanic Capital Global Diversified Moderate
- Multi Asset Class
- Long-Only
- Global
Performance
-
2.5%90 day
-
11.0%365 days
-
Avg. Sub.
2.1%90 day
Monthly vs S&P500
-8.0%
12 months
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Focused Stock Research Focused Stock Equity Income
- Multi Asset Class
- Long-Only
- US
- Yield
Performance
-
5.2%90 day
-
27.8%365 days
-
Avg. Sub.
-90 day
Monthly vs S&P500
5.0%
12 months
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LakeView Asset Mgmt Restaurant and Food Chain
- Equity
- Long-Only
- Global
- Multi Cap
- Sector Focus
Performance
-
15.2%90 day
-
28.8%365 days
-
Avg. Sub.
-90 day
Monthly vs S&P500
-2.2%
12 months
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Harvest Financial Partners Domestic Dividend
- Equity
- Long-Only
- US
- Large Cap
- Value
Performance
-
7.9%90 day
-
19.8%365 days
-
Avg. Sub.
7.6%90 day
Monthly vs S&P500
-1.9%
12 months
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Leif Eriksen PWP Growth and Income
- Equity
- Long-Short
- Global
- Multi Cap
Performance
-
7.5%90 day
-
17.7%365 days
-
Avg. Sub.
7.4%90 day
Monthly vs S&P500
-8.3%
12 months
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Michael Arold Technical Swing
- Multi Asset Class
- Long-Short
- Global
Performance
-
7.8%90 day
-
26.1%365 days
-
Avg. Sub.
6.6%90 day
Monthly vs S&P500
5.1%
12 months
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Sparrow Capital Management Fundamental Growth
- Equity
- Long-Only
- US
- Multi Cap
- Growth
Performance
-
7.3%90 day
-
22.9%365 days
-
Avg. Sub.
6.6%90 day
Monthly vs S&P500
-2.8%
12 months
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Leif Eriksen Global Growth Brands
- Equity
- Long-Only
- Global
- Multi Cap
- Growth
Performance
-
5.5%90 day
-
10.0%365 days
-
Avg. Sub.
5.8%90 day
Monthly vs S&P500
-9.7%
12 months
Important Information
1. Past performance is no guarantee of future results.
2. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
4. All graph data is as of the end of day for the referenced period, unless otherwise specified.