Portfolio (Quarterly)
Guide ↗
Serenity Investment Advisors
· CIK 0002105389| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | — | 8,750 | $1.3M | 0.74% | SOLD |
| 2 | MINT | PIMCO ETF TR | — | 4,000 | $402K | 0.23% | SOLD |
| 3 | USMV | ISHARES TR | — | 2,835 | $268K | 0.16% | SOLD |
| 4 | CAH | CARDINAL HEALTH INC | Healthcare | 1,278 | $259K | 0.15% | SOLD |
| 5 | BX | BLACKSTONE INC | Financial Services | 1,594 | $248K | 0.14% | SOLD |
| 6 | ABNB | AIRBNB INC | Consumer Cyclical | 1,499 | $208K | 0.12% | SOLD |
| 7 | LLY | ELI LILLY & CO | Healthcare | 191 | $207K | 0.12% | SOLD |
Sector Allocation
Technology
29.8%
Financial Services
28.1%
Healthcare
13.6%
Consumer Cyclical
10.4%
Communication Services
10.0%
Consumer Defensive
6.1%
Industrials
1.0%
Energy
1.0%