Portfolio (Quarterly)
Guide ↗
EASTERN BANK
· CIK 0001126395| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | USMV | ISHARES TR | — | 25 | $2K | — | SOLD |
| 142 | SPHY | SPDR SERIES TRUST | — | 97 | $2K | — | SOLD |
| 143 | PAVE | GLOBAL X FDS | — | 44 | $2K | — | SOLD |
| 144 | IOO | ISHARES TR | — | 16 | $2K | — | SOLD |
| 145 | EBND | SPDR SERIES TRUST | — | 82 | $2K | — | SOLD |
| 146 | PGX | INVESCO EXCH TRADED FD TR II | — | 152 | $2K | — | SOLD |
| 147 | XME | SPDR SERIES TRUST | — | 15 | $2K | — | SOLD |
| 148 | IFRA | ISHARES TR | — | 27 | $2K | — | SOLD |
| 149 | ITB | ISHARES TR | — | 17 | $2K | — | SOLD |
| 150 | FUTY | FIDELITY COVINGTON TRUST | — | 26 | $2K | — | SOLD |
| 151 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 7 | $2K | — | SOLD |
| 152 | EEMS | ISHARES INC | — | 22 | $2K | — | SOLD |
| 153 | IWC | ISHARES TR | — | 8 | $1K | — | SOLD |
| 154 | BCS | BARCLAYS PLC | Financial Services | 59 | $1K | — | SOLD |
| 155 | SPSM | SPDR SERIES TRUST | — | 25 | $1K | — | SOLD |
| 156 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 252 | $1K | — | SOLD |
| 157 | PCY | INVESCO EXCH TRADED FD TR II | — | 53 | $1K | — | SOLD |
| 158 | RMD | RESMED INC | Healthcare | 3 | $673.0 | — | SOLD |
| 159 | IAT | ISHARES TR | — | 10 | $538.0 | — | SOLD |
| 160 | CPRT | COPART INC | Industrials | 6 | $199.0 | — | SOLD |
Sector Allocation
Technology
34.9%
Financial Services
15.6%
Healthcare
8.9%
Consumer Cyclical
8.9%
Communication Services
8.3%
Industrials
8.2%
Consumer Defensive
4.9%
Utilities
3.4%
Energy
2.9%
Basic Materials
2.3%