Portfolio (Quarterly)
Guide ↗
Resonant Capital Advisors, LLC
· CIK 0001803236| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 15,323.0 | $89K | 0.00% | +193.0 | +1.3% | $5.83 | +4.0% |
| 202 | LPL | LG DISPLAY CO LTD | Technology | 16,261.0 | $63K | 0.00% | +2K | +14.5% | $3.89 | -14.0% |
| 203 | — | BAYTEX ENERGY CORP | — | 12,759.0 | $51K | 0.00% | +261.0 | +2.1% | $4.02 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.1%
Financial Services
22.1%
Healthcare
11.2%
Consumer Cyclical
8.9%
Industrials
7.3%
Communication Services
6.2%
Energy
4.8%
Consumer Defensive
4.2%
Utilities
1.6%
Basic Materials
1.0%