Portfolio (Quarterly)
Guide ↗
CROBAN
· CIK 0001694663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SIHY | HARBOR ETF TRUST | — | 200,152 | $9.0M | 4.22% | SOLD |
| 2 | BWX | SPDR SERIES TRUST | — | 224,801 | $4.9M | 2.32% | SOLD |
| 3 | USMV | ISHARES TR | — | 44,115 | $4.1M | 1.92% | SOLD |
| 4 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 26,025 | $685K | 0.32% | SOLD |
| 5 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 2,056 | $556K | 0.26% | SOLD |
Sector Allocation
Financial Services
23.8%
Utilities
20.6%
Industrials
20.4%
Healthcare
11.2%
Consumer Defensive
8.0%
Communication Services
6.1%
Technology
5.5%
Consumer Cyclical
4.5%