Portfolio (Quarterly)
Guide ↗
Resonant Capital Advisors, LLC
· CIK 0001803236| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MTSI | MACOM TECH SOLUTIONS HLDGS I | Technology | 1,353 | $232K | 0.01% | SOLD |
| 22 | SJM | SMUCKER J M CO | Consumer Defensive | 2,216 | $217K | 0.01% | SOLD |
| 23 | XYL | XYLEM INC | Industrials | 1,554 | $212K | 0.01% | SOLD |
| 24 | SPIP | SPDR SERIES TRUST | — | 7,997 | $208K | 0.01% | SOLD |
| 25 | SNOW | SNOWFLAKE INC | Technology | 939 | $206K | 0.01% | SOLD |
| 26 | FIS | FIDELITY NATL INFORMATION SV | Technology | 3,041 | $202K | 0.01% | SOLD |
| 27 | FBT | FIRST TR EXCHANGE-TRADED FD | — | 975 | $201K | 0.01% | SOLD |
| 28 | HOOD | ROBINHOOD MKTS INC | Financial Services | 1,778 | $201K | 0.01% | SOLD |
| 29 | FLO | FLOWERS FOODS INC | Consumer Defensive | 15,008 | $163K | 0.01% | SOLD |
| 30 | IMRX | IMMUNEERING CORP | Healthcare | 20,000 | $132K | 0.01% | SOLD |
Sector Allocation
Technology
25.7%
Financial Services
22.3%
Healthcare
11.8%
Consumer Cyclical
9.4%
Communication Services
9.0%
Energy
6.9%
Industrials
6.8%
Consumer Defensive
4.7%
Utilities
1.4%
Basic Materials
1.3%