Portfolio (Quarterly)
Guide ↗
Hobart Private Capital, LLC
· CIK 0001767062| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | KNG | FIRST TR EXCHANGE-TRADED FD | — | 50,708 | $2.5M | 0.49% | SOLD |
| 2 | EMHC | SPDR SERIES TRUST | — | 62,462 | $1.6M | 0.31% | SOLD |
| 3 | IGHG | PROSHARES TR | — | 17,444 | $1.4M | 0.27% | SOLD |
| 4 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 13,356 | $1.3M | 0.25% | SOLD |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | — | 7,830 | $594K | 0.12% | SOLD |
| 6 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 826 | $498K | 0.10% | SOLD |
| 7 | SYK | STRYKER CORPORATION | Healthcare | 1,313 | $461K | 0.09% | SOLD |
| 8 | KEMX | KRANESHARES TRUST | — | 8,558 | $317K | 0.06% | SOLD |
| 9 | EOG | EOG RES INC | Energy | 2,756 | $289K | 0.06% | SOLD |
| 10 | WFC | WELLS FARGO CO NEW | Financial Services | 2,480 | $231K | 0.04% | SOLD |
| 11 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 696 | $230K | 0.04% | SOLD |
| 12 | IEMG | ISHARES INC | — | 3,301 | $222K | 0.04% | SOLD |
| 13 | IVW | ISHARES TR | — | 1,768 | $218K | 0.04% | SOLD |
| 14 | ESGU | ISHARES TR | — | 1,394 | $208K | 0.04% | SOLD |
Sector Allocation
Financial Services
43.1%
Technology
29.5%
Communication Services
10.0%
Consumer Cyclical
6.1%
Healthcare
4.5%
Consumer Defensive
1.9%
Energy
1.8%
Industrials
1.5%
Utilities
1.2%
Basic Materials
0.4%