Portfolio (Quarterly)
Guide ↗
Fox Hill Wealth Management
· CIK 0002016110| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW | Technology | 33,745 | $4.6M | 2.12% | SOLD |
| 2 | WTAI | WISDOMTREE TR | — | 14,648 | $427K | 0.20% | SOLD |
| 3 | ADBE | ADOBE INC | Technology | 881 | $308K | 0.14% | SOLD |
| 4 | SHOP | SHOPIFY INC | Technology | 1,556 | $250K | 0.12% | SOLD |
| 5 | ETN | EATON CORP PLC | Industrials | 680 | $217K | 0.10% | SOLD |
| 6 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 2,733 | $210K | 0.10% | SOLD |
| 7 | — | EXPEDIA GROUP INC | — | 23,000 | $26K | 0.01% | SOLD |
Sector Allocation
Technology
37.2%
Utilities
13.7%
Industrials
13.4%
Healthcare
8.1%
Consumer Cyclical
7.0%
Financial Services
6.8%
Communication Services
5.2%
Consumer Defensive
5.2%
Energy
2.0%
Basic Materials
1.5%