Portfolio (Quarterly)
Guide ↗
Optimize Financial Inc
· CIK 0002033266| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | FISV | FISERV INC | Technology | 3,391 | $228K | 0.12% | SOLD |
| 182 | MOS | MOSAIC CO NEW COM | Basic Materials | 9,282 | $224K | 0.11% | SOLD |
| 183 | WELL | WELLTOWER INC COM | Real Estate | 1,098 | $204K | 0.10% | SOLD |
| 184 | XHR | XENIA HOTELS RESORTS INC | Real Estate | 12,840 | $182K | 0.09% | SOLD |
| 185 | EVH | EVOLENT HEALTH INC A | Healthcare | 44,848 | $179K | 0.09% | SOLD |
| 186 | PEB | PEBBLEBROOK HOTEL TRUST | Real Estate | 15,693 | $178K | 0.09% | SOLD |
| 187 | REAX | THE REAL BROKERAGE INC COM NEW | Real Estate | 35,203 | $128K | 0.07% | SOLD |
Sector Allocation
Technology
45.2%
Healthcare
11.7%
Consumer Cyclical
10.3%
Financial Services
9.9%
Industrials
9.6%
Consumer Defensive
4.3%
Energy
3.8%
Communication Services
2.6%
Utilities
1.0%
Basic Materials
0.9%