Portfolio (Quarterly)
Guide ↗
MATHER GROUP, LLC.
· CIK 0001527641| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | DAVE INC | — | 2,187 | $484K | 0.01% | SOLD |
| 2 | UL | UNILEVER PLC | Consumer Defensive | 6,657 | $435K | 0.00% | SOLD |
| 3 | — | ASTRAZENECA PLC | — | 3,046 | $280K | 0.00% | SOLD |
| 4 | — | COMERICA INC | — | 2,657 | $231K | 0.00% | SOLD |
| 5 | HYDB | ISHARES TR | — | 4,751 | $225K | 0.00% | SOLD |
| 6 | — | CHICAGO ATLANTIC BDC INC | — | 10,215 | $106K | 0.00% | SOLD |
| 7 | — | MSP RECOVERY INC | — | 141,600 | $57.0 | — | SOLD |
Sector Allocation
Technology
23.4%
Financial Services
14.9%
Industrials
11.6%
Consumer Defensive
10.1%
Healthcare
9.0%
Consumer Cyclical
8.7%
Communication Services
6.4%
Energy
5.7%
Basic Materials
5.0%
Utilities
4.0%