Portfolio (Quarterly)
Guide ↗
Algorithmic Investment Models, LLC
· CIK 0001806628| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FNCL | FIDELITY COVINGTON TRUST | — | 63,564 | $4.9M | 6.09% | SOLD |
| 2 | XLY | SELECT SECTOR SPDR TR | — | 40,636 | $4.9M | 5.98% | SOLD |
| 3 | AGG | ISHARES TR | — | 12,677 | $1.3M | 1.56% | SOLD |
| 4 | ILF | ISHARES TR | — | 21,485 | $654K | 0.81% | SOLD |
| 5 | STIP | ISHARES TR | — | 6,099 | $624K | 0.77% | SOLD |
| 6 | NANR | SPDR INDEX SHS FDS | — | 9,202 | $624K | 0.77% | SOLD |
| 7 | EFV | ISHARES TR | — | 7,728 | $552K | 0.68% | SOLD |
| 8 | IGE | ISHARES TR | — | 10,987 | $552K | 0.68% | SOLD |
| 9 | VNQI | VANGUARD INTL EQUITY INDEX F | — | 11,853 | $543K | 0.67% | SOLD |
| 10 | DOCS | DOXIMITY INC | Healthcare | 6,100 | $270K | 0.33% | SOLD |
| 11 | IGF | ISHARES TR | — | 3,445 | $211K | 0.26% | SOLD |
| 12 | — | SOW GOOD INC | — | 15,401 | $5K | 0.01% | SOLD |
| 13 | — | KLOTHO NEUROSCIENCES INC | — | 16,259 | $5K | 0.01% | SOLD |
Sector Allocation
Healthcare
100.0%