Portfolio (Quarterly)
Guide ↗
Flavin Financial Services, Inc.
· CIK 0002052798| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | — | 20,317 | $475K | 0.34% | SOLD |
| 2 | SCHM | SCHWAB STRATEGIC TR | — | 15,243 | $452K | 0.32% | SOLD |
| 3 | — | INVESCO EXCH TRD SLF IDX FD | — | 15,398 | $355K | 0.25% | SOLD |
| 4 | — | ISHARES TR | — | 13,394 | $307K | 0.22% | SOLD |
| 5 | NFLX | NETFLIX INC | Communication Services | 198 | $237K | 0.17% | SOLD |
| 6 | T | AT&T INC | Communication Services | 7,595 | $214K | 0.15% | SOLD |
Sector Allocation
Technology
26.8%
Financial Services
17.9%
Consumer Defensive
12.8%
Healthcare
11.7%
Industrials
10.1%
Consumer Cyclical
9.7%
Communication Services
4.1%
Utilities
3.2%
Energy
2.5%
Real Estate
0.9%