Econ Financial Services Corp 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EF Econ Financial Services Corp | Institutional Filer | ▲ 7.99% | $215.4M | 74 |
Current Portfolio Holdings
Showing all 74 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 242K | $11.4M | 5.28% |
| 2 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 241K | $9.5M | 4.42% |
| 3 | PYLD | PIMCO ETF TR | — | 316K | $8.3M | 3.84% |
| 4 | IJH | ISHARES TR | — | 121K | $8.2M | 3.79% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 32K | $6.7M | 3.12% |
| 6 | GOVI | INVESCO EXCH TRADED FD TR II | — | 226K | $6.2M | 2.86% |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 119K | $5.7M | 2.64% |
| 8 | XLRE | Real Estate Select Sector SPDR Fund | — | 139K | $5.7M | 2.63% |
| 9 | XLV | Health Care Select Sector SPDR Fund | — | 37K | $5.5M | 2.54% |
| 10 | SPLB | SPDR SERIES TRUST | — | 240K | $5.3M | 2.48% |
| 11 | MDT | Medtronic plc | Healthcare | 57K | $5.0M | 2.30% |
| 12 | PMBS | PIMCO ETF TR | — | 99K | $4.9M | 2.29% |
| 13 | CALF | PACER FDS TR | — | 109K | $4.9M | 2.28% |
| 14 | XLU | Utilities Select Sector SPDR Fund | — | 104K | $4.8M | 2.21% |
| 15 | LOW | Lowe's Companies, Inc. | Consumer Cyclical | 20K | $4.7M | 2.19% |
Showing 1 to 15 of 74 holdings