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Invst, LLC - Scott Jarred
Invst, LLC a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2023
39 Followers
Portfolio Gain
+35.18%
Since Jun 2013
Sharpe Ratio
1.06
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$691.55M
Scott Jarred manages more assets than 31% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+5.64%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
82.68% General
5.00% Technology
1.97% Financial
1.62% Industrial Goods
1.58% Energy
1.54% Consumer Cyclical
1.43% Healthcare
1.29% Real Estate
1.14% Consumer Goods
0.94% Basic Materials
0.30% Communication Services
0.09% Utilities
A breakdown of Invst, LLC's portfolio by sector
Invst, LLC Portfolio Activity
Amazon
Added
Technology
$114.60
($97.70-$131.49)
-0.95%
+0.43%
4.18M
0.60%
Stryker
Not Changed
Healthcare
$287.16
($267.76-$306.56)
-6.49%
0.00%
379.84K
0.05%
Qualcomm
Reduced
Technology
$114.52
($101.47-$127.57)
-8.90%
-0.42%
285.34K
0.04%
Chemours Company
Added
Basic Materials
$31.28
($26.39-$36.16)
-17.75%
+1.73%
822.87K
0.12%
Invesco Senior Loan ETF
New
General
$20.80
($20.55-$21.05)
+2.42%
+100.00%
644.50K
0.09%
Tesla
Reduced
Technology
$214.68
($152.37-$276.99)
-6.45%
-16.23%
1.26M
0.18%
Oceanfirst Financial
New
Financial
$15.78
($12.81-$18.74)
-5.20%
+100.00%
166.98K
0.02%
Walmart
Reduced
Consumer Goods
$151.62
($145.01-$158.23)
+3.66%
-2.90%
1.85M
0.27%
iShares MSCI USA Min Vol Factor ETF
Added
General
$72.72
($71.11-$74.33)
-0.32%
+20.02%
5.08M
0.73%
Vanguard Intermediate-Term Corporate Bond ETF
New
General
$79.60
($78.16-$81.04)
-1.83%
+100.00%
275.50K
0.04%
See a list of Invst, LLC's holdings, as reported to the SEC on Jun 30, 2023. Click on any holding to see more details
Measured Performance
Compare Invst, LLC's performance with other Hedge Funds and the S&P 500
Invst, LLC activity FAQ
What is Invst, LLC’s portfolio gain since Jun 2013?
Invst, LLC’s portfolio gain since Jun 2013 was 35.18%.
What is Invst, LLC’s Sharpe Ratio?
Invst, LLC’s Sharpe Ratio is 1.06.
What is Invst, LLC’s portfolio value?
Invst, LLC’s portfolio value is $691.55M.
What is Invst, LLC’s average return since the fund’s last 13F filing?
Invst, LLC’s average return since the fund’s last 13F filing is -2.49%.
What was Invst, LLC’s average return in the last 12 months?
Invst, LLC’s average return in the last 12 months was 11.56%.
What was Invst, LLC’s average return in the last 3 years?
Invst, LLC’s average return in the last 3 years was 5.64%.
When was the most recent most recent 13F form submitted by Invst, LLC?
Invst, LLC's most recent 13F form was submitted on Jun 30, 2023.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Scott Jarred Net Worth?
Scott Jarred is Managing Invst, LLC which has a net worth of $691.55M.
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.
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.