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Hedge Fund Profile

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Scott Jarred

Scott Jarred

Invst, LLC
Hedge Fund Manager
Ranked #249 out of 462 Hedge Fund Managers

Portfolio Gain

+19.91%
Since Jun 2013

Sharpe Ratio

0.69
Average Hedge Fund Sharpe: 1.48991

Portfolio Value

$645.99M
Scott Jarred manages more assets than 57% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-3.19%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
75.69% General
4.46% Technology
4.15% Consumer Goods
2.86% Financial
1.40% Healthcare
1.19% Utilities
1.14% Industrial Goods
1.00% Services
0.36% Basic Materials
A breakdown of Invst, LLC's portfolio by sector

Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Reduced
General
$410.00
($362.17-$457.83)
-4.93%
-30.13%
$5.09M
0.79%
Abbott Labs
Reduced
Healthcare
$112.80
($101.24-$124.36)
-10.55%
-1.85%
$236.75K
0.04%
Activision Blizzard
Reduced
Technology
$77.42
($73.71-$81.13)
-4.52%
-2.68%
$413.51K
0.06%
Adobe
Reduced
Technology
$405.75
($338.00-$473.49)
-24.82%
-7.52%
$328.72K
0.05%
Advanced Micro Devices
Reduced
Technology
$93.97
($76.51-$111.42)
-17.14%
-5.36%
$224.13K
0.03%
Alphatec Holdings
Added
Healthcare
$9.91
($6.16-$13.65)
+33.64%
+4.11%
$866.02K
0.13%
Altria Group
Added
Consumer Goods
$49.02
($41.00-$57.05)
-1.17%
+39.88%
$906.12K
0.14%
Amarin
Not Changed
Healthcare
$2.42
($1.11-$3.74)
-26.85%
0.00%
$17.14K
<0.01%
Ameresco
Not Changed
Industrial Goods
$62.20
($42.40-$82.00)
+45.92%
0.00%
$410.04K
0.06%
American Express
Added
Financial
$164.46
($136.49-$192.42)
-2.68%
+0.59%
$1.20M
0.19%
See a list of Invst, LLC's holdings, as reported to the SEC on Jun 30, 2022. Click on any holding to see more details

Measured Performance

Compare Invst, LLC's performance with other Hedge Funds and the S&P 500
TipRanks & Hedge Funds: TipRanks measures the performance of Scott Jarred and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.