Portfolio (Quarterly)
Guide ↗
Claris Financial LLC
· CIK 0002060278| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SPGI | S&P GLOBAL INC | Financial Services | 439 | $214K | 0.12% | SOLD |
| 22 | GE | GE AEROSPACE | Industrials | 702 | $211K | 0.12% | SOLD |
| 23 | FLBL | FRANKLIN SENIOR LOAN ETF | — | 8,735 | $210K | 0.12% | SOLD |
| 24 | — | GLOBAL AIRCRAFT SOLU XXXREGISTRATION REVOKED BY THE SEC EFF: 12/05/11 | — | 613,000 | — | — | SOLD |
Sector Allocation
Technology
30.2%
Financial Services
17.8%
Healthcare
10.1%
Consumer Defensive
8.8%
Consumer Cyclical
8.5%
Industrials
7.6%
Energy
6.3%
Utilities
5.4%
Communication Services
4.2%
Basic Materials
0.8%