Portfolio (Quarterly)
Guide ↗
Neumann Capital Management, LLC
· CIK 0001631930| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 3,266 | $490K | 0.14% | SOLD |
| 42 | NUMG | NUSHARES ETF TR | — | 11,470 | $471K | 0.14% | SOLD |
| 43 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 700 | $432K | 0.13% | SOLD |
| 44 | V | VISA INC | Financial Services | 1,170 | $354K | 0.10% | SOLD |
| 45 | XOM | EXXON MOBIL CORP | Energy | 1,558 | $264K | 0.08% | SOLD |
| 46 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 542 | $251K | 0.07% | SOLD |
| 47 | VGT | VANGUARD WORLD FD | — | 350 | $244K | 0.07% | SOLD |
| 48 | CF | CF INDUSTRIES HOLD | Basic Materials | 1,700 | $221K | 0.07% | SOLD |
Sector Allocation
Healthcare
48.2%
Technology
11.5%
Utilities
10.3%
Financial Services
10.1%
Industrials
9.9%
Energy
6.8%
Communication Services
2.3%
Consumer Cyclical
0.9%