Portfolio (Quarterly)
Guide ↗
Allie Family Office LLC
· CIK 0001908612| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HEFA | ISHARES TR | — | 14,090 | $583K | 0.27% | SOLD |
| 2 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 7,765 | $369K | 0.17% | SOLD |
| 3 | PSMO | PACER FDS TR | — | 11,972 | $368K | 0.17% | SOLD |
| 4 | IDEC | INNOVATOR ETFS TRUST | — | 9,450 | $305K | 0.14% | SOLD |
| 5 | — | BROOKFIELD ASSET MANAGMT LTD | — | 4,302 | $225K | 0.10% | SOLD |
| 6 | CRM | SALESFORCE INC | Technology | 824 | $218K | 0.10% | SOLD |
| 7 | ADBE | ADOBE INC | Technology | 608 | $213K | 0.10% | SOLD |
| 8 | ABBV | ABBVIE INC | Healthcare | 880 | $201K | 0.09% | SOLD |
Sector Allocation
Financial Services
91.1%
Technology
3.7%
Real Estate
2.0%
Communication Services
1.3%
Consumer Defensive
0.8%
Energy
0.8%
Industrials
0.4%