Portfolio (Quarterly)
Guide ↗
Bell Investment Advisors, Inc
· CIK 0001890149| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | NCNO | NCINO INC | Technology | 301 | $5K | 0.00% | SOLD |
| 22 | FRSH | FRESHWORKS INC | Technology | 546 | $4K | 0.00% | SOLD |
| 23 | NABL | N-ABLE INC | Technology | 924 | $4K | 0.00% | SOLD |
| 24 | USIG | ISHARES TR | — | 79 | $4K | 0.00% | SOLD |
| 25 | SBSW | SIBANYE STILLWATER LTD | Basic Materials | 327 | $4K | 0.00% | SOLD |
| 26 | QNST | QUINSTREET INC | Communication Services | 321 | $4K | 0.00% | SOLD |
| 27 | AMPL | AMPLITUDE INC | Technology | 553 | $4K | 0.00% | SOLD |
| 28 | FOUR | SHIFT4 PMTS INC | Technology | 84 | $4K | 0.00% | SOLD |
| 29 | KVYO | KLAVIYO INC | Technology | 164 | $3K | — | SOLD |
| 30 | VTEX | VTEX | Technology | 760 | $3K | — | SOLD |
| 31 | PHI | PLDT INC | Communication Services | 144 | $3K | — | SOLD |
| 32 | — | THOMSON REUTERS CORP | — | 33 | $3K | — | SOLD |
| 33 | VWOB | VANGUARD WHITEHALL FDS | — | 42 | $3K | — | SOLD |
| 34 | CXDO | CREXENDO INC | Communication Services | 447 | $3K | — | SOLD |
| 35 | SPT | SPROUT SOCIAL INC | Technology | 480 | $3K | — | SOLD |
| 36 | FINV | FINVOLUTION GROUP | Financial Services | 514 | $2K | — | SOLD |
| 37 | INMD | INMODE LTD | Healthcare | 175 | $2K | — | SOLD |
| 38 | BUR | BURFORD CAPITAL LIMITED | Financial Services | 528 | $2K | — | SOLD |
| 39 | CCL | CARNIVAL CORP | Consumer Cyclical | 92 | $2K | — | SOLD |
| 40 | DAVA | ENDAVA PLC | Technology | 516 | $2K | — | SOLD |
Sector Allocation
Technology
37.7%
Financial Services
14.5%
Industrials
10.5%
Healthcare
8.1%
Communication Services
7.3%
Consumer Defensive
7.2%
Consumer Cyclical
5.9%
Energy
4.8%
Utilities
1.6%
Basic Materials
1.3%