Portfolio (Quarterly)
Guide ↗
Eddie Patel Inc
· CIK 0002078760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,956 | $314K | 0.24% | SOLD |
| 22 | STRT | STRATTEC SEC CORP | Consumer Cyclical | 3,678 | $288K | 0.22% | SOLD |
| 23 | TTMI | TTM TECHNOLOGIES INC | Technology | 2,654 | $259K | 0.20% | SOLD |
| 24 | FLOT | ISHARES TR | — | 4,951 | $252K | 0.19% | SOLD |
| 25 | STIP | ISHARES TR | — | 2,370 | $245K | 0.19% | SOLD |
| 26 | SCHV | SCHWAB STRATEGIC TR | — | 7,121 | $217K | 0.17% | SOLD |
| 27 | VGSH | VANGUARD SCOTTSDALE FDS | — | 3,640 | $213K | 0.16% | SOLD |
| 28 | VYM | VANGUARD WHITEHALL FDS | — | 1,435 | $213K | 0.16% | SOLD |
| 29 | ASML | ASML HLDG NV | Technology | 157 | $207K | 0.16% | SOLD |
Sector Allocation
Technology
30.7%
Financial Services
20.9%
Industrials
13.4%
Basic Materials
9.6%
Healthcare
6.8%
Consumer Cyclical
5.3%
Communication Services
4.4%
Energy
3.3%
Real Estate
2.6%
Consumer Defensive
2.2%