Portfolio (Quarterly)
Guide ↗
Avail Investment Partners, LLC
· CIK 0002134779| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ISTB | ISHARES TR | — | 49,195 | $2.4M | 2.55% | SOLD |
| 2 | IBMO | ISHARES TR | — | 30,257 | $775K | 0.83% | SOLD |
| 3 | GLD | SPDR GOLD TR | Financial Services | 989 | $426K | 0.46% | SOLD |
| 4 | XOM | EXXON MOBIL CORP | Energy | 1,552 | $263K | 0.28% | SOLD |
| 5 | NFLX | NETFLIX INC | Communication Services | 2,737 | $263K | 0.28% | SOLD |
| 6 | ADBE | ADOBE INC | Technology | 1,058 | $257K | 0.28% | SOLD |
| 7 | FISV | FISERV INC | Technology | 4,401 | $246K | 0.26% | SOLD |
| 8 | NOW | SERVICENOW INC | Technology | 1,970 | $206K | 0.22% | SOLD |
| 9 | ROP | ROPER TECHNOLOGIES INC | Industrials | 578 | $205K | 0.22% | SOLD |
| 10 | CI | THE CIGNA GROUP | Healthcare | 762 | $203K | 0.22% | SOLD |
| 11 | ALIT | ALIGHT INC | Technology | 20,605 | $12K | 0.01% | SOLD |
Sector Allocation
Technology
36.0%
Financial Services
14.2%
Industrials
12.0%
Healthcare
11.4%
Consumer Cyclical
6.8%
Communication Services
5.7%
Consumer Defensive
4.3%
Utilities
3.6%
Energy
2.6%
Real Estate
2.1%