Portfolio (Quarterly)
Guide ↗
Bell Investment Advisors, Inc
· CIK 0001890149| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | PI | IMPINJ INC | Technology | 5 | $514.0 | — | SOLD |
| 82 | JBGS | JBG SMITH PPTYS | Real Estate | 35 | $512.0 | — | SOLD |
| 83 | NMRK | NEWMARK GROUP INC | Real Estate | 34 | $510.0 | — | SOLD |
| 84 | BCPC | BALCHEM CORP | Basic Materials | 3 | $509.0 | — | SOLD |
| 85 | NAVI | NAVIENT CORPORATION | Financial Services | 62 | $508.0 | — | SOLD |
| 86 | LAMR | LAMAR ADVERTISING CO | Real Estate | 4 | $507.0 | — | SOLD |
| 87 | TIGR | UP FINTECH HLDG LTD | Financial Services | 79 | $498.0 | — | SOLD |
| 88 | UDMY | UDEMY INC | Consumer Defensive | 106 | $490.0 | — | SOLD |
| 89 | APPN | APPIAN CORP | Technology | 20 | $483.0 | — | SOLD |
| 90 | PTCT | PTC THERAPEUTICS INC | Healthcare | 7 | $477.0 | — | SOLD |
| 91 | JKHY | HENRY JACK & ASSOC INC | Technology | 3 | $475.0 | — | SOLD |
| 92 | LGIH | LGI HOMES INC | Consumer Cyclical | 12 | $475.0 | — | SOLD |
| 93 | RYN | RAYONIER INC | Real Estate | 23 | $475.0 | — | SOLD |
| 94 | CDLR | CADELER A S | Industrials | 20 | $471.0 | — | SOLD |
| 95 | CHYM | CHIME FINL INC | Financial Services | 25 | $469.0 | — | SOLD |
| 96 | HCKT | HACKETT GROUP INC | Technology | 36 | $469.0 | — | SOLD |
| 97 | IVZ | INVESCO LTD | Financial Services | 19 | $462.0 | — | SOLD |
| 98 | COTY | COTY INC | Consumer Defensive | 227 | $457.0 | — | SOLD |
| 99 | CORZ | CORE SCIENTIFIC INC NEW | Technology | 30 | $449.0 | — | SOLD |
| 100 | — | SAFEHOLD INC | — | 33 | $447.0 | — | 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%