Portfolio (Quarterly)
Guide ↗
Stonehage Fleming Financial Services Holdings Ltd
· CIK 0001786379| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BKCH | GLOBAL X FDS | — | 300 | $26K | 0.00% | SOLD |
| 22 | — | CANTOR EQUITY PARTNERS INC | — | 633 | $14K | — | SOLD |
| 23 | SNOW | SNOWFLAKE INC | Technology | 50 | $11K | — | SOLD |
| 24 | VSCO | VICTORIAS SECRET AND CO | Consumer Cyclical | 370 | $10K | — | SOLD |
| 25 | WAB | WABTEC | Industrials | 33 | $7K | — | SOLD |
| 26 | VTRS | VIATRIS INC | Healthcare | 463 | $5K | — | SOLD |
Sector Allocation
Financial Services
27.2%
Technology
25.3%
Communication Services
16.4%
Industrials
15.0%
Consumer Cyclical
10.4%
Healthcare
5.3%
Consumer Defensive
0.2%
Basic Materials
0.1%
Energy
0.1%
Utilities
0.0%