Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 461 | POOL | POOL CORP | Industrials | 22 | $5K | 0.01% | SOLD |
| 462 | PSA | PUBLIC STORAGE REIT | Real Estate | 18 | $5K | 0.01% | SOLD |
| 463 | Q | QNITY ELECTRONICS INC | Technology | 57 | $5K | 0.01% | SOLD |
| 464 | RKLB | ROCKET LAB CORP CLASS CLASS A | Industrials | 67 | $5K | 0.01% | SOLD |
| 465 | BWX | SPDR BLOOMBG INTL TRY BDETF | — | 240 | $5K | 0.01% | SOLD |
| 466 | XHE | ST SRT SPDR S&P HLTH CR EQPMNT ETF | — | 55 | $5K | 0.01% | SOLD |
| 467 | SPTM | ST SRT SPDR PTFL S&P 1500 CMPST ETF | — | 64 | $5K | 0.01% | SOLD |
| 468 | JNK | ST STRT SPDR BLMBG HGH YLD BND ETF | — | 48 | $5K | 0.01% | SOLD |
| 469 | TSLX | SIXTH STREET SPECIALTY L | Financial Services | 238 | $5K | 0.01% | SOLD |
| 470 | — | THOMSON REUTERS CORP F | — | 37 | $5K | 0.01% | SOLD |
| 471 | BAP | CREDICORP LTD F | Financial Services | 16 | $5K | 0.01% | SOLD |
| 472 | — | BROWN FORMAN CORP CLASS CLASS B | — | 143 | $4K | 0.00% | SOLD |
| 473 | CGGR | CAPITAL GROUP GROWTH ETF | — | 89 | $4K | 0.00% | SOLD |
| 474 | CARS | CARS COM INC | Consumer Cyclical | 300 | $4K | 0.00% | SOLD |
| 475 | CSGP | COSTAR GROUP INC | Real Estate | 59 | $4K | 0.00% | SOLD |
| 476 | DXCM | DEXCOM INC | Healthcare | 59 | $4K | 0.00% | SOLD |
| 477 | DUK | DUKE ENERGY CORP NEW | Utilities | 36 | $4K | 0.00% | SOLD |
| 478 | FEUS | FLEXSHR ESG CL US LR CP CR IN ETF | — | 58 | $4K | 0.00% | SOLD |
| 479 | GILD | GILEAD SCIENCES INC | Healthcare | 36 | $4K | 0.00% | SOLD |
| 480 | GBCI | GLACIER BANCORP INC NEW | Financial Services | 83 | $4K | 0.00% | 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%