Portfolio (Quarterly)
Guide ↗
Richmond Investment Services, LLC
· CIK 0002031991| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | — | MFS ACTIVE EXCHANGE TRADED F | — | 8,081 | $201K | 0.03% | SOLD |
| 122 | — | MSC INCOME FUND INC | — | 12,192 | $148K | 0.02% | SOLD |
| 123 | — | IMMUNITYBIO INC | — | 16,750 | $128K | 0.02% | SOLD |
| 124 | NUV | NUVEEN MUN VALUE FD INC | Financial Services | 10,812 | $97K | 0.02% | SOLD |
| 125 | ARDX | ARDELYX INC | Healthcare | 12,000 | $72K | 0.01% | SOLD |
Sector Allocation
Financial Services
60.4%
Technology
19.3%
Consumer Cyclical
5.3%
Healthcare
4.7%
Communication Services
4.2%
Industrials
3.4%
Utilities
1.7%
Consumer Defensive
0.8%
Real Estate
0.4%