Portfolio (Quarterly)
Guide ↗
ALBION FINANCIAL GROUP /UT
· CIK 0001054677| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | EUSA | ISHARES INC | — | 100 | $10K | 0.00% | SOLD |
| 22 | BBAX | J P MORGAN EXCHANGE TRADED F | — | 144 | $9K | 0.00% | SOLD |
| 23 | OC | OWENS CORNING NEW | Industrials | 79 | $9K | 0.00% | SOLD |
| 24 | PANW | PALO ALTO NETWORKS INC | Technology | 52 | $8K | 0.00% | SOLD |
| 25 | UBS | UBS GROUP AG | Financial Services | 188 | $7K | — | SOLD |
| 26 | JBL | JABIL INC | Technology | 27 | $7K | — | SOLD |
| 27 | VGLT | VANGUARD SCOTTSDALE FDS | — | 119 | $7K | — | SOLD |
| 28 | VCLT | VANGUARD SCOTTSDALE FDS | — | 71 | $5K | — | SOLD |
| 29 | BBEU | J P MORGAN EXCHANGE TRADED F | — | 64 | $5K | — | SOLD |
| 30 | BIL | SPDR SERIES TRUST | — | 41 | $4K | — | SOLD |
| 31 | AVDS | AMERICAN CENTY ETF TR | — | 51 | $4K | — | SOLD |
| 32 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 12 | $3K | — | SOLD |
| 33 | NOBL | PROSHARES TR | — | 31 | $3K | — | SOLD |
| 34 | ITA | ISHARES TR | — | 15 | $3K | — | SOLD |
| 35 | — | LEIDOS HOLDINGS INC | — | 18 | $3K | — | SOLD |
| 36 | SSNC | SS&C TECH HLDGS | Technology | 40 | $3K | — | SOLD |
| 37 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 45 | $3K | — | SOLD |
| 38 | EWBC | EAST WEST BANCORP INC | Financial Services | 24 | $3K | — | SOLD |
| 39 | TYL | TYLER TECHNOLOGIES INC | Technology | 7 | $2K | — | SOLD |
| 40 | FNF | FIDELITY NATL FINL INC | Financial Services | 51 | $2K | — | SOLD |
Sector Allocation
Technology
34.7%
Financial Services
18.9%
Consumer Cyclical
13.0%
Communication Services
10.2%
Industrials
8.4%
Healthcare
4.7%
Consumer Defensive
4.7%
Utilities
4.2%
Energy
0.7%
Real Estate
0.3%