Portfolio (Quarterly)
Guide ↗
Passive Capital Management, LLC.
· CIK 0001958250| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AVSU | AMERICAN CENTURY ETF TR | — | 13,564 | $1.0M | 0.32% | SOLD |
| 2 | — | T. ROWE PRICE | — | 8,607 | $755K | 0.24% | SOLD |
| 3 | BHRB | BURKE HERBERT FINANCIAL SERVICES CORP | Financial Services | 8,715 | $543K | 0.17% | SOLD |
| 4 | AVSD | AMERICAN CENTURY ETF TR | — | 5,190 | $385K | 0.12% | SOLD |
| 5 | IWF | iSHARES TR | — | 433 | $205K | 0.06% | SOLD |
Sector Allocation
Financial Services
29.9%
Real Estate
23.5%
Technology
16.0%
Consumer Cyclical
7.9%
Industrials
6.6%
Communication Services
4.9%
Healthcare
4.9%
Consumer Defensive
3.8%
Energy
2.6%