ABCDEFGHIJKLMNOPQRSTUVWX
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DOW JONES INDU:$47,501.55S&P 500:$6,740.02NASDAQ:$22,387.68
RUSSELL 2000:
$2,525.30
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Thank you for your proactive outreach to potential firms. We are excited to hear back from you next week regarding the status of these connections.
SECTORTICKER# SHARESCOST PRICETOTAL COST% COSTCURR PRICEMKT. VALUEWEIGHT$ GAINTOTAL $GAIN% GAINANN. DIVCURR YEILDPRICE CHANGEBETAINDEXSECTOR ANALYST
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TECHNOLOGYMSFT35$29.38$1,028.300.46%$408.96$14,313.603.25%$379.58$13,285.301291.97%$118.800.83%-$1.721.10NASDAQ (DOW)Caden Cavo
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AAPL100$115.41$11,541.005.18%$257.46$25,746.005.85%$142.05$14,205.00123.08%$108.130.42%-$2.831.10NASDAQ (DOW)
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CRM35$79.02$2,765.701.24%$202.11$7,073.851.61%$123.09$4,308.15155.77%$0.721.29NYSE (DOW)
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CRWD39$128.00$4,992.002.24%$428.99$16,730.613.80%$300.99$11,738.61235.15%$2.831.06NASDAQ
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GOOGL60$135.81$8,148.743.65%$298.48$17,908.804.07%$162.67$9,760.06119.77%-$2.401.10NASDAQ
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CYBR13$262.83$3,416.791.53%$7.45$96.850.02%-$255.38-$3,319.94-97.17%$0.10NASDAQ
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NBIS48$98.26$4,716.482.11%$89.33$4,287.840.97%-$8.93-$428.64-9.09%-$6.32NASDAQ
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NVDA33$115.57$3,813.651.71%$177.89$5,870.371.33%$62.33$2,056.7353.93%-$5.462.33NASDAQ
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DEFENSELMT11$390.08$4,290.881.92%$671.77$7,389.471.68%$281.69$3,098.5972.21%$175.132.37%$16.770.23NYSESean Crowley
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SHLD181$37.38$6,765.783.03%$77.24$13,980.443.18%$39.86$7,214.66106.63%$64.310.46%$2.24NYSE
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WWD40$100.75$4,030.001.81%$373.90$14,956.003.40%$273.15$10,926.00271.12%-$12.690.97NYSE
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INDUSTRIALSHON30$146.02$4,380.601.96%$235.29$7,058.701.60%$89.27$2,678.1061.14%$153.882.18%-$3.090.92NYSE (DOW)Quinn Giblin
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HTHIY232$26.56$6,161.922.76%$29.67$6,883.441.56%$3.11$721.5211.71%-$0.610.90OTC
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WM20$226.20$4,524.062.03%$246.05$4,921.001.12%$19.85$396.948.77%$0.751.47%-$0.070.57NYSE
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FINANCIALSV45$76.21$3,429.451.54%$317.36$14,281.203.25%$241.15$10,851.75316.43%$118.530.83%-$2.280.78NYSE (DOW)L Zheng
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FISI645$15.97$10,300.654.62%$30.78$19,853.104.51%$14.81$9,552.4592.74%-$0.510.68NYSE (DOW)
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JPM23$160.71$3,696.331.66%$289.48$6,658.041.51%$128.77$2,961.7180.13%$131.831.98%-$4.071.06NYSE
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MA20$330.19$6,603.802.96%$522.34$10,446.802.37%$192.15$3,843.0058.19%$68.950.66%-$2.320.83NYSE
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AXP10$304.54$3,045.371.37%$301.00$3,010.000.68%-$3.54-$35.37-1.16%$0.700.91%-$6.211.15NYSE
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HEALTHCAREEW78$27.63$2,155.140.97%$81.64$6,367.921.45%$54.01$4,212.78195.48% -$2.250.93NYSEEvan Ren
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XLV98$127.69$12,513.625.61%$152.70$14,964.603.40%$25.01$2,450.9819.59%$237.941.59%-$1.21NYSE
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NVO50$131.14$6,556.902.94%$38.58$1,929.000.44%-$92.56-$4,627.90-70.58%$57.292.97%-$0.490.73NYSE
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CONSUMER DEFENSEWMT135$37.62$5,078.252.28%$123.80$16,713.003.80%$86.18$11,634.75229.11%$132.030.79%$0.490.65NYSE (DOW)Henil Brahmbhatt
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COKE100$48.92$4,891.602.19%$204.39$20,439.004.64%$155.47$15,547.40317.84%$582.512.85%$0.780.66NASDAQ
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CONSUMER CYCLICALDIS45$121.81$5,481.552.46%$101.54$4,569.301.04%-$20.27-$912.25-16.64%-$0.871.42NYSE
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AMZN100$15.52$1,551.600.70%$213.12$21,312.004.84%$197.60$19,760.401273.55%-$5.821.40NASDAQ
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GM297$28.62$8,498.663.81%$75.21$22,337.375.08%$46.60$13,838.72162.83%$167.530.75%-$0.811.37NYSE
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DAL105$36.10$3,790.861.70%$59.01$18,499.954.20%$22.91$2,405.1963.45%$203.501.10%-$2.301.34NYSE
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DKNG236$34.01$8,026.363.60%$25.15$8,991.602.04%-$8.86-$2,090.96-26.05%-$0.311.67NASDAQ
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TSLA60$186.91$11,214.605.03%$396.73$23,803.805.41%$209.82$12,589.20112.26%-$8.821.89NASDAQ
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SOLS7$36.05$252.350.11%$72.17$505.190.11%$36.12$252.84100.19%
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REITSDLR85$68.39$5,813.152.61%$176.19$14,976.153.40%$107.80$9,163.00157.63%$462.763.09%-$3.561.11NYSEMichael Paoletti
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REITSSTAG91$17.20$1,565.200.70%$38.10$3,467.100.79%$20.90$1,901.90121.51%$128.633.71%-$0.871.04NYSE
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AMT15$177.07$2,656.051.19%$188.59$2,828.850.64%$11.52$172.806.51%$108.063.82%$0.950.91NYSE
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ENERGYCPK40$106.86$4,274.401.92%$132.25$5,290.001.20%$25.39$1,015.6023.76%$114.792.17%-$0.100.78NYSEKevin Scott
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GEV18$346.50$6,237.002.80%$789.23$14,206.143.23%$442.73$7,969.14127.77%-$25.78NYSE
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PWRD100$52.09$5,209.002.34%$100.40$10,040.002.28%$48.31$4,831.0092.74%$21.080.21%-$2.741.18NASDAQ
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KOS1650$6.68$11,020.504.94%$2.57$4,240.500.96%-$4.11-$6,780.00-61.52%$0.040.76
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ALTERNATIVESGLD20$242.96$4,859.172.18%$473.51$9,470.202.15%$230.55$4,611.0394.89%$7.38NYSE ARCACole Hess
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GDLC282$30.50$8,601.003.86%$31.16$8,787.122.00%$0.66$186.122.16%-$1.35NYSE
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ETFXYLD120$42.57$5,108.402.29%$40.18$4,821.601.10%-$2.39-$286.80-5.61%
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TOTAL SECTORMKT VALUEPERFORMANCEWEIGHT
ASSET CLASS
MKT VALUE
PERFORMANCE
WEIGHT
Portfolio Beta
Avg Entry Size
Median P/L
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Positions41Technology$92,027.92127.66%20.38%Equity$400,497.08106.99%88.71%1.06$5,439.1992.74%
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Cost of Investment$223,006.86Defense$36,325.91140.78%8.05%REIT$21,272.10111.99%4.71%
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Curr. Mkt. Value$440,026.50Healthcare$23,261.529.59%5.15%Cash$11,432.40N/A2.53%Avg Postion Size & Weight are at cost
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Annual Dividend$3,157.15Financials$54,249.14100.36%12.02%Alternatives$9,470.2035.64%2.10%
Greater than 5% of portfolio
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Total Profit$217,019.64
Consumer Defen.
$37,152.00272.64%8.23%
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Gain on Investment97.32%Consumer Cyc$100,019.21118.10%22.15%
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Total Dividend Yield1.42%Industrials$18,863.1425.20%4.18%
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Curr. Mkt. Value + Cash$451,458.90Alternatives$9,470.2035.64%2.10%88.71%
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Energy$33,776.6426.31%7.48%
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ETF$4,821.60-5.61%1.07%
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