SOFO (Sonic Foundry, Inc.)

Technology (Software and Computer Services)

Investment Models With Most Exposure In This Sector

Manager

Model

Sector Exposure

Since Inception

Sub. Fee

Specialist KnowledgeInception Apr 12, 2009

Short term model (day trading) which buys credible growth stories and waits for the news to be priced into the stock. Prefers …

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Sector FocusInception Jun 07, 2011

This model concentrates on firms that are focused on Technology and Communications infrastructure and services.

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OpportunisticInception Mar 23, 2011

Opportunistic: emphasis on high-tech, Asian ADRs, and beaten-down stocks.

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OpportunisticInception Jun 28, 2010

Primarily technology focused but with a leaning to any new idea that is leading-edge.

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Inception Nov 30, 2011

SoundView leverages proprietary research and analysis to manage a concentrated portfolio of technology stocks. Our investment …

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Important Information

  1. Past performance is no guarantee of future results.
  2. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. Manager returns include trades that fail Covestor’s trading rules, do not reflect any Covestor suitability or risk score restrictions and are exclusive of Covestor fees. More
  3. Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
  4. The subscription fee range between 0.5%-2.30% p.a. per subscription to a model. They are subject to a $12.50 minimum per subscription per month, whether or not any trade activity occurs. No subscripition fees are charged on cash that is not subscribed to models
  5. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
  6. All Model Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Model Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon reques.