REFRAME WEALTH, LLC
Filing Date
Dec 31, 2022
Global Rank
#6,567
/ 6,939
Top Industry
Software - Infrastructure
23.9%
3Y Alpha vs SPY
-3.8%
Period ended 3 years ago
Filed Mar 30, 2023 · 3y
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.3%
SPY
+77.5%
Annualised alpha
-3.8%
Max drawdown
−12.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
12 positions · as of Dec 31, 2022Top Position
20.9%
of portfolio value
Top 5
71.1%
of portfolio value
Top 10
94.4%
of portfolio value
HHI
1,274
Diversified
Sector Breakdown
As of Dec 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 21.8% | $1,710,303 |
| Unclassified | 20.9% | $1,637,947 |
| Financial Services | 18.5% | $1,448,125 |
| Healthcare | 17.5% | $1,369,223 |
| Consumer Cyclical | 10.8% | $845,557 |
| Energy | 4.7% | $364,210 |
| Communication Services | 3.0% | $233,103 |
| Industrials | 2.8% | $222,311 |
1 positions ·
$845,557 total
· Consumer Cyclical only
· as of Dec 31, 2022
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 2,677 | $845,557 | 100.00% |