Portfolio (Quarterly)
Guide ↗
FIRST HORIZON CORP
· CIK 0000036966| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | WOMN | IMPACT SHARES WOMEN'S EMPOWERM | — | 905 | $38K | 0.00% | SOLD |
| 22 | ABM | ABM INDUSTRIES INC | Industrials | 886 | $37K | 0.00% | SOLD |
| 23 | GRNT | GRANITE RIDGE RESOURCES INC | Energy | 7,427 | $35K | 0.00% | SOLD |
| 24 | FFEB | FT VEST U.S. EQUTY BFR ETF FEB | — | 600 | $34K | 0.00% | SOLD |
| 25 | — | CIDARA THERAPEUTICS INC | — | 153 | $34K | 0.00% | SOLD |
| 26 | QTWO | Q2 HOLDINGS INC | Technology | 457 | $33K | 0.00% | SOLD |
| 27 | CGUS | CAPITAL GROUP CORE EQUITY ETF | — | 784 | $32K | 0.00% | SOLD |
| 28 | MOAT | VANECK MORNINGSTAR WIDE MOAT E | — | 302 | $31K | 0.00% | SOLD |
| 29 | GMAY | FT VEST U.S. EQUITY MODERATE | — | 750 | $31K | 0.00% | SOLD |
| 30 | — | TWO HARBORS CONV 6.250 1 | — | 30,000 | $30K | 0.00% | SOLD |
| 31 | EXG | EATON VANCE TAX-MANAGED GLOB | Financial Services | 2,925 | $28K | 0.00% | SOLD |
| 32 | FAPR | FT VEST U.S. EQUITY BUFFER ETF | — | 600 | $27K | 0.00% | SOLD |
| 33 | EVT | EATON VANCE TAX-ADV DVD INC | Financial Services | 1,000 | $25K | 0.00% | SOLD |
| 34 | BOX | BOX INC CL A | Technology | 831 | $25K | 0.00% | SOLD |
| 35 | THR | THERMON GROUP HO | Industrials | 652 | $24K | 0.00% | SOLD |
| 36 | LTH | LIFE TIME GROUP HOLDINGS INC | Consumer Cyclical | 869 | $23K | 0.00% | SOLD |
| 37 | — | THE BALDWIN INSURANCE GRP INC | — | 959 | $23K | 0.00% | SOLD |
| 38 | COGT | COGENT BIOSCIENCES INC | Healthcare | 635 | $23K | 0.00% | SOLD |
| 39 | DLB | DOLBY LABORATORIES INC CL A | Technology | 343 | $22K | 0.00% | SOLD |
| 40 | — | FLUTTER ENTERTAINMENT PLC | — | 98 | $21K | 0.00% | SOLD |
Sector Allocation
Technology
23.0%
Financial Services
22.0%
Healthcare
12.0%
Industrials
8.8%
Consumer Cyclical
8.8%
Communication Services
8.2%
Consumer Defensive
7.7%
Energy
3.9%
Utilities
3.6%
Real Estate
1.2%