Portfolio (Quarterly)
Guide ↗
Financial Plan, Inc.
· CIK 0002107584| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,035 | $322K | 0.03% | SOLD |
| 2 | BP | BP PLC | Energy | 5,499 | $258K | 0.03% | SOLD |
| 3 | WAFU | WAH FU EDUCATION GROUP LIMIT | Consumer Defensive | 19,000 | $29K | 0.00% | SOLD |
| 4 | — | IT TECH PACKAGING INC | — | 115,000 | $21K | 0.00% | SOLD |
| 5 | — | SENTAGE HOLDINGS INC | — | 10,000 | $18K | 0.00% | SOLD |
| 6 | — | SMARTKEM INC | — | 60,000 | $14K | 0.00% | SOLD |
| 7 | HUBC | HUB CYBER SECURITY LTD | Technology | 40,000 | $4K | — | SOLD |
Sector Allocation
Technology
41.6%
Financial Services
23.3%
Industrials
20.5%
Consumer Cyclical
5.6%
Consumer Defensive
3.8%
Healthcare
3.1%
Energy
1.3%
Communication Services
0.9%