Portfolio (Quarterly)
Guide ↗
Strategic Financial Services, Inc.
· CIK 0001432539| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CMF | ISHARES TR | — | 17,880 | $1.0M | 0.05% | SOLD |
| 2 | BBH | VANECK ETF TRUST | — | 1,334 | $266K | 0.01% | SOLD |
| 3 | AXP | AMERICAN EXPRESS CO | Financial Services | 628 | $226K | 0.01% | SOLD |
| 4 | INTC | INTEL CORP | Technology | 4,289 | $217K | 0.01% | SOLD |
| 5 | CNMD | CONMED CORP | Healthcare | 5,154 | $214K | 0.01% | SOLD |
| 6 | PPG | PPG INDS INC | Basic Materials | 1,674 | $212K | 0.01% | SOLD |
| 7 | SCHX | SCHWAB STRATEGIC TR | — | 7,691 | $210K | 0.01% | SOLD |
| 8 | BAC | BANK AMERICA CORP | Financial Services | 3,597 | $203K | 0.01% | SOLD |
| 9 | SPYM | SPDR SERIES TRUST | — | 2,485 | $202K | 0.01% | SOLD |
Sector Allocation
Financial Services
41.6%
Technology
26.0%
Healthcare
6.9%
Communication Services
6.8%
Consumer Cyclical
5.3%
Industrials
3.9%
Consumer Defensive
3.7%
Utilities
3.0%
Energy
2.6%
Real Estate
0.3%