Portfolio (Quarterly)
Guide ↗
AM INVESTMENT STRATEGIES LLC
· CIK 0001818897| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ARI | APOLLO COML REAL EST FIN INC | Real Estate | 155,731 | $1.5M | 0.31% | SOLD |
| 2 | — | SYNOVUS FINL CORP | — | 24,668 | $1.2M | 0.26% | SOLD |
| 3 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 11,396 | $1.1M | 0.23% | SOLD |
| 4 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 20,919 | $852K | 0.18% | SOLD |
| 5 | ESLT | ELBIT SYS LTD | Industrials | 1,069 | $618K | 0.13% | SOLD |
| 6 | AGG | ISHARES TR | — | 3,623 | $362K | 0.07% | SOLD |
| 7 | CRM | SALESFORCE INC | Technology | 1,085 | $287K | 0.06% | SOLD |
| 8 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 10,455 | $283K | 0.06% | SOLD |
| 9 | AVGO | BROADCOM INC | Technology | 695 | $241K | 0.05% | SOLD |
| 10 | C | CITIGROUP INC | Financial Services | 1,743 | $203K | 0.04% | SOLD |
| 11 | DAL | DELTA AIR LINES INC DEL | Industrials | 2,890 | $201K | 0.04% | SOLD |
| 12 | WULF | TERAWULF INC | Financial Services | 10,100 | $116K | 0.02% | SOLD |
Sector Allocation
Technology
32.5%
Financial Services
17.9%
Consumer Cyclical
17.0%
Communication Services
11.0%
Industrials
6.8%
Utilities
4.9%
Healthcare
4.3%
Consumer Defensive
2.6%
Energy
1.8%
Real Estate
0.7%