Portfolio (Quarterly)
Guide ↗
FFT WEALTH MANAGEMENT LLC
· CIK 0001653199| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FISV | FISERV INC | Technology | 26,483 | $1.8M | 0.34% | SOLD |
| 2 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,769 | $313K | 0.06% | SOLD |
| 3 | KKR | KKR & CO INC | Financial Services | 2,146 | $274K | 0.05% | SOLD |
| 4 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | Financial Services | 6,000 | $255K | 0.05% | SOLD |
| 5 | BX | BLACKSTONE INC | Financial Services | 1,618 | $249K | 0.05% | SOLD |
| 6 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 1,565 | $227K | 0.04% | SOLD |
| 7 | TSLA | TESLA INC | Consumer Cyclical | 480 | $216K | 0.04% | SOLD |
| 8 | TT | TRANE TECHNOLOGIES PLC | Industrials | 520 | $203K | 0.04% | SOLD |
Sector Allocation
Financial Services
40.5%
Communication Services
15.7%
Energy
14.1%
Technology
10.3%
Industrials
7.7%
Consumer Cyclical
5.5%
Basic Materials
2.0%
Healthcare
1.9%
Real Estate
1.8%
Consumer Defensive
0.4%