Portfolio (Quarterly)
Guide ↗
Patten Group, Inc.
· CIK 0001633207| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SM | SM ENERGY CO | Energy | 20,707 | $387K | 0.07% | SOLD |
| 22 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 3,545 | $291K | 0.05% | SOLD |
| 23 | XLF | SELECT SECTOR SPDR TR | — | 5,006 | $274K | 0.05% | SOLD |
| 24 | MET | METLIFE INC | Financial Services | 3,186 | $252K | 0.05% | SOLD |
| 25 | IGLB | ISHARES TR | — | 4,590 | $232K | 0.04% | SOLD |
| 26 | DIV | GLOBAL X FDS | — | 13,129 | $227K | 0.04% | SOLD |
| 27 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 6,141 | $227K | 0.04% | SOLD |
| 28 | IHI | ISHARES TR | — | 3,445 | $214K | 0.04% | SOLD |
| 29 | VXUS | VANGUARD STAR FDS | — | 2,740 | $207K | 0.04% | SOLD |
Sector Allocation
Technology
30.5%
Financial Services
16.5%
Industrials
12.0%
Healthcare
10.8%
Consumer Defensive
9.3%
Energy
5.3%
Basic Materials
4.3%
Consumer Cyclical
3.7%
Communication Services
3.5%
Utilities
3.2%