Portfolio (Quarterly)
Guide ↗
Boyer Financial Services, Inc.
· CIK 0002108122| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | REDCLOUD HLDGS PLC | — | 145,386.0 | $103K | 0.11% | +22K | +17.9% | $0.71 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
41.2%
Consumer Cyclical
25.3%
Energy
11.5%
Financial Services
7.7%
Real Estate
5.1%
Communication Services
4.5%
Healthcare
4.1%
Utilities
0.5%