Portfolio (Quarterly)
Guide ↗
Colorado Capital Management, Inc.
· CIK 0001664147| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EIS | ISHARES | — | 3,342 | $388K | 0.14% | SOLD |
| 2 | DBEF | DBX ETF TR | — | 6,318 | $312K | 0.12% | SOLD |
| 3 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 479 | $235K | 0.09% | SOLD |
| 4 | EUDG | WISDOMTREE TR | — | 6,250 | $228K | 0.09% | SOLD |
| 5 | SGOV | ISHARES TR | — | 2,136 | $215K | 0.08% | SOLD |
| 6 | CEG | CONSTELLATION ENERGY CORP | Utilities | 750 | $209K | 0.08% | SOLD |
| 7 | NRO | NEUBERGER REAL ESTATE | Financial Services | 11,280 | $32K | 0.01% | SOLD |
Sector Allocation
Financial Services
43.1%
Technology
35.3%
Communication Services
7.2%
Consumer Defensive
3.7%
Consumer Cyclical
3.6%
Healthcare
2.9%
Industrials
2.2%
Energy
2.1%