Portfolio (Quarterly)
Guide ↗
American State Bank (Iowa)
· CIK 0002122473| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SNY | SANOFI SA | Healthcare | 12,434 | $599K | 0.29% | SOLD |
| 2 | CRM | SALESFORCE INC | Technology | 2,143 | $400K | 0.19% | SOLD |
| 3 | CMCSA | COMCAST CORP NEW | Communication Services | 13,924 | $400K | 0.19% | SOLD |
| 4 | XLY | SELECT SECTOR SPDR TR | — | 2,527 | $275K | 0.13% | SOLD |
| 5 | XLI | SELECT SECTOR SPDR TR | — | 1,393 | $225K | 0.11% | SOLD |
| 6 | XBI | SPDR SERIES TRUST | — | 1,601 | $204K | 0.10% | SOLD |
| 7 | XAR | SPDR SERIES TRUST | — | 799 | $203K | 0.10% | SOLD |
| 8 | GLD | SPDR GOLD TR | Financial Services | 471 | $203K | 0.10% | SOLD |
Sector Allocation
Technology
42.0%
Financial Services
22.5%
Industrials
9.0%
Healthcare
7.6%
Utilities
4.1%
Consumer Defensive
3.9%
Consumer Cyclical
3.6%
Communication Services
2.8%
Energy
2.4%
Real Estate
1.4%