Portfolio (Quarterly)
Guide ↗
MJT & Associates Financial Advisory Group, Inc.
· CIK 0002065777| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | NTRA | NATERA INC COM | Healthcare | 10 | $2K | 0.00% | SOLD |
| 22 | CTS | CTS CORP COM | Technology | 49 | $2K | 0.00% | SOLD |
| 23 | VTWO | VANGUARD RUSSELL 2000 ETF | — | 20 | $2K | 0.00% | SOLD |
| 24 | TYL | TYLER TECHNOLOGIES INC COM | Technology | 4 | $2K | 0.00% | SOLD |
| 25 | AMBA | AMBARELLA INC SHS | Technology | 25 | $2K | 0.00% | SOLD |
| 26 | — | BIRKENSTOCK HOLDING PLC COM SHS | — | 14 | $573.0 | — | SOLD |
| 27 | TMC | TMC THE METALS COMPANY INC COM | Basic Materials | 81 | $500.0 | — | SOLD |
| 28 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | — | 1 | $50.0 | — | SOLD |
| 29 | BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | Industrials | 1 | $23.0 | — | SOLD |
Sector Allocation
Technology
20.1%
Consumer Defensive
16.1%
Utilities
15.0%
Consumer Cyclical
11.1%
Financial Services
8.9%
Healthcare
8.9%
Industrials
8.6%
Energy
6.4%
Communication Services
1.8%
Basic Materials
1.8%