Portfolio (Quarterly)
Guide ↗
Trinity Financial Advisors LLC
· CIK 0001809574| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TOST | TOAST INC | Technology | 12,726 | $452K | 0.13% | SOLD |
| 2 | CRM | SALESFORCE INC | Technology | 1,249 | $331K | 0.09% | SOLD |
| 3 | HUM | HUMANA INC | Healthcare | 1,000 | $257K | 0.07% | SOLD |
| 4 | AXON | AXON ENTERPRISE INC | Industrials | 409 | $232K | 0.07% | SOLD |
| 5 | VT | VANGUARD INTL EQUITY INDEX F | — | 1,629 | $230K | 0.06% | SOLD |
| 6 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 925 | $207K | 0.06% | SOLD |
| 7 | USB | US BANCORP DEL | Financial Services | 3,805 | $205K | 0.06% | SOLD |
| 8 | — | SEASTAR MEDICAL HOLDING CORP | — | 75,000 | $18K | 0.01% | SOLD |
Sector Allocation
Financial Services
56.4%
Technology
23.6%
Consumer Cyclical
5.8%
Industrials
5.2%
Consumer Defensive
2.9%
Communication Services
2.8%
Energy
1.4%
Healthcare
1.2%
Utilities
0.8%