Portfolio (Quarterly)
Guide ↗
FIRST HORIZON CORP
· CIK 0000036966| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | OTEX | OPEN TEXT CORP | Technology | 595 | $13K | 0.00% | SOLD |
| 22 | PGX | INVESCO PREFERRED ETF | — | 1,200 | $13K | 0.00% | SOLD |
| 23 | GIB | CGI INC CL A | Technology | 175 | $13K | 0.00% | SOLD |
| 24 | CWAN | CLEARWATER ANALYTICS HOLDINGS | Technology | 429 | $10K | — | SOLD |
| 25 | PECO | PHILLIPS EDISON & CO INC REIT | Real Estate | 248 | $9K | — | SOLD |
| 26 | AGGY | WISDOMTREE YIELD ENHANCED US | — | 200 | $9K | — | SOLD |
| 27 | BSY | BENTLEY SYSTEMS INC CL B | Technology | 195 | $7K | — | SOLD |
| 28 | UDR | UDR INC REIT | Real Estate | 200 | $7K | — | SOLD |
| 29 | MSTR | STRATEGY INC COMMON STOCK CLAS | Technology | 54 | $7K | — | SOLD |
| 30 | ASGN | ASGN INC | Technology | 145 | $6K | — | SOLD |
| 31 | MCR | MFS CHARTER INCOME TRUST | Financial Services | 882 | $5K | — | SOLD |
| 32 | GIL | GILDAN ACTIVEWEAR INC-CL A | Consumer Cyclical | 71 | $4K | — | SOLD |
| 33 | BKE | THE BUCKLE INC | Consumer Cyclical | 75 | $4K | — | SOLD |
| 34 | MORN | MORNINGSTAR INC | Financial Services | 21 | $4K | — | SOLD |
| 35 | ACLX | ARCELLX INC | Healthcare | 30 | $3K | — | SOLD |
| 36 | MASI | MASIMO CORP | Healthcare | 19 | $3K | — | SOLD |
| 37 | EFX | EQUIFAX INC | Industrials | 18 | $3K | — | SOLD |
| 38 | CPNG | COUPANG INC CL A | Consumer Cyclical | 171 | $3K | — | SOLD |
| 39 | PLNT | PLANET FITNESS INC CL A | Consumer Cyclical | 39 | $3K | — | SOLD |
| 40 | — | ENVIRI CORPORATION | — | 138 | $3K | — | SOLD |
Sector Allocation
Technology
25.5%
Financial Services
23.9%
Healthcare
11.8%
Industrials
8.8%
Consumer Cyclical
8.7%
Consumer Defensive
7.4%
Communication Services
5.3%
Utilities
3.6%
Energy
3.1%
Real Estate
1.1%