Portfolio (Quarterly)
Guide ↗
BFSG, LLC
· CIK 0001706836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | ASTRAZENECA PLC | — | 36 | $3K | — | SOLD |
| 22 | XSMO | INVESCO EXCHANGE TRADED FD T | — | 32 | $2K | — | SOLD |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 37 | $2K | — | SOLD |
| 24 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 31 | $1K | — | SOLD |
| 25 | — | FUBOTV INC | — | 300 | $756.0 | — | SOLD |
| 26 | ENLV | ENLIVEX THERAPEUTICS LTD | Healthcare | 1,000 | $704.0 | — | SOLD |
| 27 | TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | 45 | $702.0 | — | SOLD |
| 28 | SPSM | SPDR SERIES TRUST | — | 4 | $188.0 | — | SOLD |
| 29 | EMBC | EMBECTA CORP | Healthcare | 2 | $24.0 | — | SOLD |
Sector Allocation
Financial Services
19.1%
Technology
18.8%
Industrials
14.4%
Consumer Defensive
8.2%
Basic Materials
7.8%
Healthcare
6.5%
Utilities
6.0%
Communication Services
5.6%
Energy
5.6%
Consumer Cyclical
5.0%