Portfolio (Quarterly)
Guide ↗
Intelligence Driven Advisers, LLC
· CIK 0001819955| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | WIT | WIPRO LTD | Technology | 20,791.0 | $59K | 0.01% | -3K | -13.7% | $2.84 | -29.2% |
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
38.1%
Financial Services
34.2%
Communication Services
8.6%
Consumer Cyclical
5.7%
Industrials
5.0%
Healthcare
4.0%
Consumer Defensive
2.1%
Utilities
1.2%
Energy
1.1%