Portfolio (Quarterly)
Guide ↗
Cooper Financial Group
· CIK 0001751581| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | FPF | FIRST TR INTER DURATN PFD & | Financial Services | 12,020 | $224K | 0.02% | SOLD |
| 22 | CSGP | COSTAR GROUP INC | Real Estate | 3,259 | $219K | 0.02% | SOLD |
| 23 | SLM | SLM CORP | Financial Services | 7,976 | $216K | 0.02% | SOLD |
| 24 | DHR | DANAHER CORPORATION | Healthcare | 936 | $214K | 0.02% | SOLD |
| 25 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 1,054 | $212K | 0.02% | SOLD |
| 26 | XYL | XYLEM INC | Industrials | 1,554 | $212K | 0.02% | SOLD |
| 27 | ZM | ZOOM COMMUNICATIONS INC | Technology | 2,373 | $205K | 0.02% | SOLD |
| 28 | CALX | CALIX INC | Technology | 3,865 | $205K | 0.02% | SOLD |
Sector Allocation
Technology
35.5%
Financial Services
18.9%
Consumer Cyclical
10.3%
Communication Services
9.8%
Industrials
6.5%
Healthcare
6.2%
Consumer Defensive
4.0%
Energy
3.3%
Real Estate
2.7%
Utilities
1.7%