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  Name: Hoffman Alan N Investment Management
  City: NEEDHAM HEIGHTS
  State: MA
  Zip: 02494
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $178,216,000
  Total Value Change : $-358,000
  Securities Held Change : 0
   
All Securities Held : 14
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 5
  Unchanged Positions : 2
  Decreased Positions : 7

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AAPL)1 Year Chart         AAPL Apple Inc 1 - $189.84 $73,644,000 429,462 41.32% -12,030,000 -15,530 0.003    Personal Computers
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 2 - $183.63 $45,000,000 249,471 25.25% 5,743,000 -8,902 0.002    Internet Software & S...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 3 - $420.99 $32,381,000 76,966 18.17% 3,290,000 -395 0.001    Application Software
   (GOOG)1 Year Chart         GOOG Alphabet Inc 6 - $175.43 $3,041,000 19,975 1.71% 108,000 -840 0    Search Engines & Info...
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... 7 - $277.92 $1,141,000 3,982 0.64% 92,000 -61 0.008    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 10 - $451.98 $596,000 1,343 0.33% 42,000 -10 0    Closed - End Fund - Debt
   (DVY)1 Year Chart         DVY iShares Dow Select Div 14 - $125.53 $263,000 2,134 0.15% -38,000 -434 0.001    Closed - End Fund - E...

      7 Records Found
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