Portfolio (Quarterly)
Guide ↗
Bell Investment Advisors, Inc
· CIK 0001890149| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 8 | $635.0 | — | SOLD |
| 82 | GLBE | GLOBAL E ONLINE LTD | Consumer Cyclical | 16 | $629.0 | — | SOLD |
| 83 | OPRA | OPERA LTD | Communication Services | 44 | $624.0 | — | SOLD |
| 84 | — | TREEHOUSE FOODS INC | — | 26 | $614.0 | — | SOLD |
| 85 | FVRR | FIVERR INTL LTD | Communication Services | 31 | $613.0 | — | SOLD |
| 86 | TRIP | TRIPADVISOR INC | Consumer Cyclical | 42 | $612.0 | — | SOLD |
| 87 | DNUT | KRISPY KREME INC | Consumer Defensive | 149 | $599.0 | — | SOLD |
| 88 | HRI | HERC HLDGS INC | Industrials | 4 | $594.0 | — | SOLD |
| 89 | NWN | NORTHWEST NAT HLDG CO | Utilities | 12 | $561.0 | — | SOLD |
| 90 | CPT | CAMDEN PPTY TR | Real Estate | 5 | $551.0 | — | SOLD |
| 91 | TVTX | TRAVERE THERAPEUTICS INC | Healthcare | 14 | $535.0 | — | SOLD |
| 92 | WGS | GENEDX HOLDINGS CORP | Healthcare | 4 | $521.0 | — | SOLD |
| 93 | MGPI | MGP INGREDIENTS INC NEW | Consumer Defensive | 21 | $511.0 | — | SOLD |
| 94 | DYN | DYNE THERAPEUTICS INC | Healthcare | 26 | $509.0 | — | SOLD |
| 95 | — | INDIVIOR PLC | — | 14 | $503.0 | — | SOLD |
| 96 | SMPL | SIMPLY GOOD FOODS CO | Consumer Defensive | 25 | $502.0 | — | SOLD |
| 97 | — | WEBULL CORP | — | 64 | $498.0 | — | SOLD |
| 98 | VKTX | VIKING THERAPEUTICS INC | Healthcare | 14 | $493.0 | — | SOLD |
| 99 | MGNI | MAGNITE INC | Communication Services | 30 | $487.0 | — | SOLD |
| 100 | QDEL | QUIDELORTHO CORP | Healthcare | 17 | $486.0 | — | SOLD |
Sector Allocation
Technology
32.4%
Financial Services
14.1%
Communication Services
12.2%
Industrials
10.0%
Healthcare
7.7%
Consumer Defensive
7.4%
Consumer Cyclical
6.4%
Energy
6.0%
Utilities
1.5%
Basic Materials
1.3%