tiprankstipranks
Hedge Fund Profile
Followed by 4 other investors
.
Mark Reitz

Mark Reitz

Reitz Capital Advisors LLC
Hedge Fund Manager
Ranked #141 out of 461 Hedge Funds on TipRanks

Portfolio Gain

39.44%
Since Jun 2013

Sharpe Ratio

1.56
Average Hedge Fund Sharpe: 1.48991

Portfolio Value

$111.68M
Mark Reitz manages more assets than 12% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+2.08%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
84.76% General
6.89% Technology
1.77% Consumer Goods
1.54% Basic Materials
1.37% Industrial Goods
1.00% Financial
0.81% Services
0.68% Healthcare
0.60% Utilities
A breakdown of Reitz Capital Advisors 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
British American Tobacco
New
Consumer Goods
$42.87
-5.90%
100.00%
$292.56K
0.26%
Walt Disney
Added
Services
$115.64
+17.80%
10.12%
$698.28K
0.63%
Dollar General
New
Consumer Goods
$222.73
-0.94%
100.00%
$271.21K
0.24%
Tesla
Added
Consumer Goods
$295.57
+20.38%
50.00%
$272.73K
0.24%
JPMorgan Equity Premium Income ETF
New
General
$57.57
+1.20%
100.00%
$1.18M
1.03%
FEN
First Trust Energy Income & Growth Fund Energy Income & Growth Fund
Added
General
$15.31
-1.29%
22.74%
$1.25M
1.10%
Procter & Gamble
Reduced
Consumer Goods
$147.20
-3.99%
-2.69%
$259.68K
0.23%
United Parcel
Added
Industrial Goods
$190.28
+8.21%
23.01%
$510.38K
0.45%
Digital World Corp
Sold Out
Financial
$43.24
+3.44%
-100.00%
$0.00
0.00%
Pacer US Cash Cows 100 ETF
New
General
$47.16
+4.09%
100.00%
$1.14M
1.02%
See a list of Reitz Capital Advisors LLC's holdings, as reported to the SEC on (Reported Jun 30, 2022). Click on any holding to see more details

Measured Performance

Compare Reitz Capital Advisors LLC's performance with other Hedge Funds and the S&P 500
TipRanks & Hedge Funds: TipRanks measures the performance of Mark Reitz 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.