Portfolio (Quarterly)
Guide ↗
Amicus Financial Advisors, LLC
· CIK 0002113629| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | Energy | 4,125 | $700K | 0.19% | SOLD |
| 2 | EOG | EOG RES INC COM | Energy | 1,620 | $234K | 0.07% | SOLD |
| 3 | PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | — | 7,574 | $234K | 0.06% | SOLD |
| 4 | SCHR | SCHWAB INTMEDIATE TERM US TREASURY ETF | — | 8,712 | $217K | 0.06% | SOLD |
| 5 | HNST | HONEST CO INC COM | Consumer Cyclical | 11,340 | $33K | 0.01% | SOLD |
Sector Allocation
Technology
33.6%
Financial Services
23.7%
Energy
16.8%
Consumer Defensive
11.6%
Consumer Cyclical
6.6%
Communication Services
4.5%
Real Estate
3.2%