Portfolio (Quarterly)
Guide ↗
Ritter Daniher Financial Advisory LLC / DE
· CIK 0001936603| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SWMR | SWARMER INC | Technology | 120 | $6K | 0.00% | SOLD |
| 22 | TTD | THE TRADE DESK INC | Technology | 151 | $3K | 0.00% | SOLD |
| 23 | ULS | UL SOLUTIONS INC | Industrials | 35 | $3K | 0.00% | SOLD |
| 24 | ZM | ZOOM COMMUNICATIONS INC | Technology | 24 | $2K | — | SOLD |
| 25 | WAB | WABTEC | Industrials | 1 | $250.0 | — | SOLD |
| 26 | CROX | CROCS INC | Consumer Cyclical | 1 | $84.0 | — | SOLD |
| 27 | RBLX | ROBLOX CORP | Technology | 1 | $57.0 | — | SOLD |
| 28 | AMN | AMN HEALTHCARE SVCS INC | Healthcare | 1 | $19.0 | — | SOLD |
| 29 | MED | MEDIFAST INC | Consumer Cyclical | 1 | $11.0 | — | SOLD |
Sector Allocation
Financial Services
30.4%
Technology
20.7%
Consumer Defensive
11.7%
Communication Services
9.9%
Consumer Cyclical
8.6%
Industrials
7.5%
Healthcare
5.5%
Energy
2.5%
Utilities
2.0%
Basic Materials
0.8%