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TOEWS CORP

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NORTHFIELD NJ Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Toews Corp is based out of Northfield. Toews Corp is a hedge fund with 246 clients and discretionary assets under management (AUM) of $1,143,381,908 (Form ADV from 2023-08-28). Their last reported 13F filing for Q4 2023 included $421,259,315 in managed 13F securities and a top 10 holdings concentration of 99.9%. Toews Corp's largest holding is iShares Broad USD High Yield Corporate Bond ETF- with shares held of 3,137,800. Whalewisdom has at least 40 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
PFE Pfizer, Inc. 0.49%
RTX Raytheon Technologie 0.48%
EA Electronic Arts, Inc 0.48%
GPC Genuine Parts Co. 0.48%
IEX IDEX Corp. 0.48%

2023-12-31

13F Holdings Summary

Name $ Change
USHY iShares Broad USD Hi 27.08%
VOO VANGUARD 500 INDEX F 24.95%
JNK SPDR(R) Bloomberg Hi 16.6%
VEA VANGUARD DEVELOPED M 15.62%
HYG iShares iBoxx USD Hi 11.84%

2023-12-31

13F Activity

Market Value $421m, Prior: $165m
New Purchases 6 stocks
Added To 3 stocks
Sold out of 100 stocks
Reduced holdings in 2 stocks
Top 10 Holdings % 99.9%
Turnover %[1] 963.64%
Turnover Alt %[2] 18.3%
Time Held Top 20 0.6364 quarters
Time Held Top 10 0.7 quarters
Time Held All 8.91 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance