Portfolio (Quarterly)
Guide ↗
Evelyn Partners Investment Management Services Ltd
· CIK 0002065205| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 742 | $249K | 0.03% | SOLD |
| 2 | FKU | FIRST TR EXCH TRD ALPHDX FD | — | 2,002 | $102K | 0.01% | SOLD |
| 3 | — | INDIVIOR PLC | — | 2,745 | $98K | 0.01% | SOLD |
| 4 | MSTR | STRATEGY INC | Technology | 387 | $59K | 0.01% | SOLD |
| 5 | NVO | NOVO-NORDISK A S | Healthcare | 985 | $50K | 0.01% | SOLD |
| 6 | BX | BLACKSTONE INC | Financial Services | 278 | $43K | 0.01% | SOLD |
| 7 | SDY | SPDR SERIES TRUST | — | 200 | $28K | 0.00% | SOLD |
| 8 | — | ASTRAZENECA PLC | — | 274 | $25K | 0.00% | SOLD |
| 9 | TIP | ISHARES TR | — | 200 | $22K | 0.00% | SOLD |
| 10 | — | VIZSLA SILVER CORP | — | 2,157 | $12K | 0.00% | SOLD |
| 11 | ENOV | ENOVIS CORPORATION | Industrials | 46 | $1K | — | SOLD |
Sector Allocation
Healthcare
24.6%
Technology
20.9%
Financial Services
18.9%
Consumer Cyclical
11.3%
Communication Services
10.2%
Basic Materials
5.0%
Industrials
3.9%
Consumer Defensive
3.8%
Real Estate
0.7%
Utilities
0.4%