Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | RBLX | Roblox Corp Com CL A | Technology | 500 | $69K | 0.02% | SOLD |
| 2 | D | Dominion Energy Inc | Utilities | 200 | $12K | 0.00% | SOLD |
| 3 | — | Pros Holdings Inc | — | 434 | $10K | 0.00% | SOLD |
| 4 | MQ | Marqeta Inc | Technology | 1,500 | $8K | 0.00% | SOLD |
| 5 | VFF | Village Farms Intl | Consumer Defensive | 700 | $2K | 0.00% | SOLD |
| 6 | WU | Western Union Company | Financial Services | 200 | $2K | 0.00% | SOLD |
| 7 | AQST | Aquestive Therapeutics I | Healthcare | 200 | $1K | — | SOLD |
| 8 | ARKG | Ark Genomic Revolution | — | 10 | $278.0 | — | SOLD |
| 9 | CHPT | Chargepoint Hldgs Inc | Consumer Cyclical | 25 | $273.0 | — | SOLD |
Sector Allocation
Financial Services
69.9%
Energy
16.5%
Technology
7.8%
Industrials
2.4%
Consumer Cyclical
1.6%
Consumer Defensive
0.7%
Healthcare
0.5%
Basic Materials
0.2%
Utilities
0.2%
Communication Services
0.1%