Portfolio (Quarterly)
Guide ↗
Terra Nova Asset Management LLC
· CIK 0001658652| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IGV | ISHARES TR | — | 21,254 | $1.7M | 1.26% | SOLD |
| 2 | RMD | RESMED INC | Healthcare | 7,450 | $1.7M | 1.24% | SOLD |
| 3 | SLV | ISHARES SILVER TR | Financial Services | 22,970 | $1.6M | 1.16% | SOLD |
| 4 | IYF | ISHARES TR | — | 2,440 | $287K | 0.21% | SOLD |
| 5 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 497 | $229K | 0.17% | SOLD |
Sector Allocation
Industrials
23.5%
Technology
22.0%
Financial Services
15.4%
Healthcare
9.9%
Communication Services
8.9%
Utilities
7.9%
Consumer Cyclical
4.5%
Consumer Defensive
3.1%
Energy
2.7%
Basic Materials
2.1%