Acciones del pecado
Las acciones del pecado son las de empresas que muchos fondos tienen instrucciones de evitar: bebidas alcohólicas, tabaco, apuestas y armas. Históricamente, el hecho de que otros las excluyan las ha mantenido baratas y con generosos pagos en efectivo.
78 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1351 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 5.84 M | -USD 257 k | 5 | 0.03% | Reducidas |
|
| 1352 |
Harvey Investment Company
Louisville,
Kentucky
| USD 5.84 M | USD 0 | 4 | 0.64% | Mantenido |
|
| 1353 |
NBC Securities
Birmingham,
Alabama
| USD 5.84 M | +USD 255 k | 22 | 0.4% | Aumentadas |
|
| 1354 |
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| USD 5.82 M | +USD 3.51 M | 1 | 0.22% | Aumentadas |
|
| 1355 |
FNY Investment Advisers
New York
| USD 5.81 M | +USD 2.38 M | 10 | 2.08% | Aumentadas |
|
| 1356 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| USD 5.81 M | +USD 26.5 k | 3 | 0.1% | Aumentadas |
|
| 1357 |
Patten & Patten
Chattanooga,
Tennessee
| USD 5.81 M | -USD 234 k | 3 | 0.31% | Reducidas |
|
| 1358 |
Baker Ellis Asset Management
Vancouver,
Washington
| USD 5.8 M | -USD 129 k | 1 | 0.6% | Reducidas |
|
| 1359 |
Hohimer Wealth Management
Seattle,
Washington
| USD 5.8 M | +USD 213 k | 5 | 0.58% | Aumentadas |
|
| 1360 |
Shrier Wealth Management
Los Angeles,
California
| USD 5.8 M | +USD 9.46 k | 4 | 1.96% | Aumentadas |
|
| 1361 |
Mosaic Family Wealth Partners
St. Louis,
Missouri
| USD 5.79 M | +USD 3.73 M | 6 | 0.39% | Aumentadas |
|
| 1362 |
InceptionR
Lafayette,
California
| USD 5.79 M | -USD 4.62 M | 8 | 1.42% | Reducidas |
|
| 1363 |
OFI Invest Asset Management
Paris,
France
| USD 5.79 M | -USD 71 M | 3 | 0.06% | Reducidas |
|
| 1364 |
SageView Advisory Group
Newport Beach,
California
| USD 5.79 M | -USD 141 k | 2 | 0.19% | Reducidas |
|
| 1365 |
San Luis Wealth Advisors
San Luis Obispo,
California
| USD 5.78 M | -USD 47.2 k | 4 | 0.87% | Reducidas |
|
| 1366 |
OL
Odyssean LLC
Darien,
Connecticut
| USD 5.77 M | +USD 2.97 M | 5 | 0.94% | Aumentadas |
|
| 1367 |
ABN AMRO Investment Solutions
Paris Cedex 008,
| USD 5.75 M | +USD 1.8 M | 4 | 0.05% | Aumentadas |
|
| 1368 |
FSB Premier Wealth Management
Waterloo,
Iowa
| USD 5.74 M | +USD 58.3 k | 2 | 1.62% | Aumentadas |
|
| 1369 |
Manhattan West Asset Management
Los Angeles,
California
| USD 5.73 M | +USD 212 k | 1 | 0.96% | Aumentadas |
|
| 1370 |
Berkeley Capital Partners
Milton,
Georgia
| USD 5.72 M | +USD 337 k | 5 | 1.18% | Aumentadas |
|
| 1371 |
SouthState Corp
Winter Haven,
Florida
| USD 5.72 M | -USD 1.58 M | 11 | 0.24% | Reducidas |
|
| 1372 |
Nicholas Investment Partners
Rancho Santa Fe,
California
| USD 5.71 M | +USD 5.41 M | 2 | 0.32% | Nuevas |
|
| 1373 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 5.69 M | -USD 697 k | 2 | 0.09% | Reducidas |
|
| 1374 |
Charles Schwab Trust
Henderson,
Nevada
| USD 5.67 M | +USD 4.61 M | 2 | 0.32% | Aumentadas |
|
| 1375 |
Sand Hill Global Advisors
Palo Alto,
California
| USD 5.66 M | -USD 250 k | 2 | 0.17% | Reducidas |
|