Portfolio (Quarterly)
Guide ↗
ALBION FINANCIAL GROUP /UT
· CIK 0001054677| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SPTL | SPDR SERIES TRUST | — | 153 | $4K | — | SOLD |
| 42 | SLYG | SPDR SERIES TRUST | — | 38 | $4K | — | SOLD |
| 43 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 9 | $3K | — | SOLD |
| 44 | VTS | VITESSE ENERGY INC | Energy | 147 | $3K | — | SOLD |
| 45 | BUG | GLOBAL X FDS | — | 80 | $2K | — | SOLD |
| 46 | — | ALEXANDER & BALDWIN INC NEW | — | 86 | $2K | — | SOLD |
| 47 | CSL | CARLISLE COS INC | Industrials | 5 | $2K | — | SOLD |
| 48 | WDS | WOODSIDE ENERGY GROUP LTD | Energy | 90 | $1K | — | SOLD |
| 49 | SPSB | SPDR SERIES TRUST | — | 43 | $1K | — | SOLD |
| 50 | — | ORIGIN MATERIALS INC | — | 1,114 | $236.0 | — | SOLD |
| 51 | — | TRAEGER INC | — | 15 | $17.0 | — | SOLD |
Sector Allocation
Technology
33.5%
Financial Services
17.9%
Consumer Cyclical
13.0%
Industrials
10.0%
Communication Services
9.3%
Consumer Defensive
5.9%
Healthcare
4.9%
Utilities
4.1%
Energy
0.9%
Real Estate
0.3%