Portfolio (Quarterly)
Guide ↗
Family Investment Center, Inc.
· CIK 0001897700| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC | Communication Services | 519 | $622K | 0.13% | SOLD |
| 2 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2,956 | $528K | 0.11% | SOLD |
| 3 | META | META PLATFORMS INC | Communication Services | 708 | $520K | 0.11% | SOLD |
| 4 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 490 | $454K | 0.09% | SOLD |
| 5 | AMGN | AMGEN INC | Healthcare | 988 | $279K | 0.06% | SOLD |
| 6 | VPLS | VANGUARD MALVERN FDS | — | 3,279 | $258K | 0.05% | SOLD |
| 7 | COIN | COINBASE GLOBAL INC | Financial Services | 742 | $250K | 0.05% | SOLD |
| 8 | — | LEIDOS HOLDINGS INC | — | 1,313 | $248K | 0.05% | SOLD |
| 9 | IVV | ISHARES TR | — | 367 | $246K | 0.05% | SOLD |
| 10 | IWO | ISHARES TR | — | 731 | $234K | 0.05% | SOLD |
| 11 | BLOK | AMPLIFY ETF TR | — | 3,273 | $219K | 0.05% | SOLD |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 3,821 | $218K | 0.04% | SOLD |
| 13 | VPU | VANGUARD WORLD FD | — | 1,066 | $202K | 0.04% | SOLD |
| 14 | NUSC | NUSHARES ETF TR | — | 4,569 | $202K | 0.04% | SOLD |
| 15 | GNRC | GENERAC HLDGS INC | Industrials | 1,196 | $200K | 0.04% | SOLD |
Sector Allocation
Technology
34.5%
Financial Services
16.2%
Industrials
13.8%
Consumer Cyclical
9.1%
Energy
6.3%
Healthcare
6.0%
Communication Services
5.7%
Consumer Defensive
4.6%
Basic Materials
1.7%
Utilities
1.1%