Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 421 | RXRX | RECURSION PHARMACEUTICALCLASS CLASS A | Healthcare | 1,500 | $6K | 0.01% | SOLD |
| 422 | XBI | STATE STREET SPDR S&P BIOTCH ETF | — | 50 | $6K | 0.01% | SOLD |
| 423 | XLP | STE SRT CNSR STPLS SLCT SEC SPDR ETF | — | 71 | $6K | 0.01% | SOLD |
| 424 | SBUX | STARBUCKS CORP | Consumer Cyclical | 70 | $6K | 0.01% | SOLD |
| 425 | SF | STIFEL FINL CORP | Financial Services | 50 | $6K | 0.01% | SOLD |
| 426 | VCLT | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS) | — | 81 | $6K | 0.01% | SOLD |
| 427 | VEEV | VEEVA SYS INC CLASS CLASS A | Healthcare | 28 | $6K | 0.01% | SOLD |
| 428 | VNQ | VANGUARD REAL ESTATE ETF | — | 63 | $6K | 0.01% | SOLD |
| 429 | VRT | VERTIV HLDGS CO CLASS CLASS A | Industrials | 36 | $6K | 0.01% | SOLD |
| 430 | UBS | UBS GROUP AG F | Financial Services | 134 | $6K | 0.01% | SOLD |
| 431 | MMYT | MAKEMYTRIP LIMITED, MA F | Consumer Cyclical | 73 | $6K | 0.01% | SOLD |
| 432 | DAC | DANAOS CORP F | Industrials | 64 | $6K | 0.01% | SOLD |
| 433 | ABNB | AIRBNB INC CLASS A | Consumer Cyclical | 40 | $5K | 0.01% | SOLD |
| 434 | — | CENCORA INC CLASS SERIES A | — | 15 | $5K | 0.01% | SOLD |
| 435 | AMAT | APPLIED MATLS INC | Technology | 20 | $5K | 0.01% | SOLD |
| 436 | ATLC | ATLANTICUS HLDGS CORP | Financial Services | 80 | $5K | 0.01% | SOLD |
| 437 | ADSK | AUTODESK INC | Technology | 17 | $5K | 0.01% | SOLD |
| 438 | ADP | AUTOMATIC DATA PROCESSIN | Industrials | 19 | $5K | 0.01% | SOLD |
| 439 | BMEZ | BLACKROCK HEALTH SCIENCE | Financial Services | 300 | $5K | 0.01% | SOLD |
| 440 | BAH | BOOZ ALLEN HAMILTON HLDGCLASS CLASS A | Industrials | 65 | $5K | 0.01% | SOLD |
Sector Allocation
Technology
32.6%
Financial Services
24.4%
Consumer Cyclical
24.0%
Energy
7.8%
Consumer Defensive
6.2%
Industrials
2.5%
Healthcare
2.0%
Real Estate
0.5%
Basic Materials
0.1%