Portfolio (Quarterly)
Guide ↗
ALLIUM FINANCIAL ADVISORS, LLC
· CIK 0002067277| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 404 | $256K | 0.23% | SOLD |
| 2 | IWM | ISHARES TR | — | 1,274 | $254K | 0.23% | SOLD |
| 3 | ZTS | ZOETIS INC | Healthcare | 1,245 | $205K | 0.19% | SOLD |
| 4 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,202 | $205K | 0.19% | SOLD |
| 5 | — | PIXELWORKS INC | — | 25,000 | $16K | 0.01% | SOLD |
Sector Allocation
Technology
34.9%
Financial Services
30.8%
Consumer Defensive
9.6%
Consumer Cyclical
9.5%
Communication Services
6.7%
Healthcare
6.3%
Industrials
1.0%
Energy
0.8%
Basic Materials
0.5%