Portfolio (Quarterly)
Guide ↗
United Bank
· CIK 0001697791| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NOW | SERVICENOW INC | Technology | 7,727 | $1.2M | 0.40% | SOLD |
| 2 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 18,211 | $674K | 0.23% | SOLD |
| 3 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 5,118 | $270K | 0.09% | SOLD |
| 4 | IWF | ISHARES TR | — | 487 | $230K | 0.08% | SOLD |
| 5 | CCL | CARNIVAL CORP | Consumer Cyclical | 6,647 | $203K | 0.07% | SOLD |
| 6 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 3,161 | $201K | 0.07% | SOLD |
Sector Allocation
Technology
26.7%
Financial Services
14.9%
Communication Services
11.2%
Consumer Cyclical
10.5%
Healthcare
10.0%
Industrials
9.6%
Consumer Defensive
8.8%
Utilities
3.8%
Energy
3.0%
Basic Materials
0.9%