NEWFOUND RESEARCH LLC

PrivateCIK: 1630806
Location

ST. PETERSBURG, FL

131
Positions
$40.8K
Total AUM (reported)
549.16K
Total Shares

Allocation by class

TOTAL AUM$40.8K131 positions
1 3 YR TREAD BD$6.1K15.0%
COM$6.0K14.7%
US MOMENTUM$5.4K13.3%
MSCI USA MMENTM$2.7K6.6%
MOMENTUM FACTR$2.7K6.5%
S&P 500 ETF SHS$2.6K6.3%
TR UNIT$1.7K4.1%

Portfolio Concentration

Top 328.3%4–1032.8%11–2521.2%Rest17.7%TOP 1061.1%0%100%
Top 3$11.5K28.3%
4–10$13.4K32.8%
11–25$8.7K21.2%
Rest$7.2K17.7%

Top 3 weight

28.3%

Top 10 weight

61.1%

Voting Authority Distribution

Total shares with voting rights: 549.16K

Sole

Full voting authority

549.16K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other131
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings131
Rows:

ISHARES INC

OTR
1 3 YR TREAD BD
Shares75.25K
TypeSH
Market value$6.1K
14.96%
Sole
75.25K
Shared
0.00
None
0.00

VANGUARD WELLINGTON FD

OTR
US MOMENTUM
Shares25.96K
TypeSH
Market value$2.7K
6.72%
Sole
25.96K
Shared
0.00
None
0.00

ISHARES TR

OTR
MSCI USA MMENTM
Shares20.47K
TypeSH
Market value$2.7K
6.58%
Sole
20.47K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE-TRADED F

OTR
US MOMENTUM
Shares76.22K
TypeSH
Market value$2.7K
6.57%
Sole
76.22K
Shared
0.00
None
0.00

FIDELITY COVINGTON TRUST

OTR
MOMENTUM FACTR
Shares64.78K
TypeSH
Market value$2.7K
6.52%
Sole
64.78K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

OTR
S&P 500 ETF SHS
Shares7.85K
TypeSH
Market value$2.6K
6.31%
Sole
7.85K
Shared
0.00
None
0.00

SPDR S&P 500 ETF TR

OTR
TR UNIT
Shares4.67K
TypeSH
Market value$1.7K
4.09%
Sole
4.67K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE-TRADED F

OTR
US QUALTY FCTR
Shares36.45K
TypeSH
Market value$1.3K
3.13%
Sole
36.45K
Shared
0.00
None
0.00

FIDELITY COVINGTON TRUST

OTR
QLTY FCTOR ETF
Shares30.58K
TypeSH
Market value$1.3K
3.11%
Sole
30.58K
Shared
0.00
None
0.00

ISHARES TR

OTR
MSCI USA QLT FCT
Shares12.21K
TypeSH
Market value$1.3K
3.11%
Sole
12.21K
Shared
0.00
None
0.00

ISHARES TR

OTR
MSCI USA MIN VOL
Shares19.19K
TypeSH
Market value$1.3K
3.11%
Sole
19.19K
Shared
0.00
None
0.00

SPDR SER TR

OTR
SSGA US LRG ETF
Shares10.26K
TypeSH
Market value$1.3K
3.10%
Sole
10.26K
Shared
0.00
None
0.00

FIDELITY COVINGTON TRUST

OTR
LOW VOLITY ETF
Shares30.12K
TypeSH
Market value$1.3K
3.10%
Sole
30.12K
Shared
0.00
None
0.00

SELECT SELECT SPDR TR

OTR
TECHNOLOGY
Shares10.55K
TypeSH
Market value$1.3K
3.07%
Sole
10.55K
Shared
0.00
None
0.00

SELECT SELECT SPDR TR

OTR
SBI CONS DISCR
Shares6.04K
TypeSH
Market value$861.00
2.11%
Sole
6.04K
Shared
0.00
None
0.00

SELECT SELECT SPDR TR

OTR
SBI INT-INDS
Shares7.82K
TypeSH
Market value$648.00
1.59%
Sole
7.82K
Shared
0.00
None
0.00

SELECT SELECT SPDR TR

OTR
FINANCIAL
Shares19.26K
TypeSH
Market value$585.00
1.43%
Sole
19.26K
Shared
0.00
None
0.00

SELECT SELECT SPDR TR

OTR
SBI INT-UTILS
Shares6.01K
TypeSH
Market value$394.00
0.96%
Sole
6.01K
Shared
0.00
None
0.00

SELECT SELECT SPDR TR

OTR
RL EST SEL SEC
Shares10.73K
TypeSH
Market value$386.00
0.95%
Sole
10.73K
Shared
0.00
None
0.00

SELECT SELECT SPDR TR

OTR
COMMUNICATION
Shares5.89K
TypeSH
Market value$282.00
0.69%
Sole
5.89K
Shared
0.00
None
0.00

SELECT SELECT SPDR TR

OTR
SBI MATERIALS
Shares1.63K
TypeSH
Market value$111.00
0.27%
Sole
1.63K
Shared
0.00
None
0.00

CHIPOTLE MEXICAN GRILL INC

OTR
COM
Shares60.00
TypeSH
Market value$90.00
0.22%
Sole
60.00
Shared
0.00
None
0.00

RESMED INC

OTR
COM
Shares410.00
TypeSH
Market value$90.00
0.22%
Sole
410.00
Shared
0.00
None
0.00

GILEAD SCIENCES INC

OTR
COM
Shares1.43K
TypeSH
Market value$88.00
0.22%
Sole
1.43K
Shared
0.00
None
0.00

AGILENT TECHNOLOGIES INC

OTR
COM
Shares718.00
TypeSH
Market value$87.00
0.21%
Sole
718.00
Shared
0.00
None
0.00
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