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 | |
|---|---|---|---|---|---|---|---|
| 1726 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 3.32 M | -USD 123 k | 3 | 0.66% | Reducidas |
|
| 1727 |
Charter Research & Investment Group
Southport,
Connecticut
| USD 3.32 M | -USD 52 k | 3 | 2.01% | Reducidas |
|
| 1728 |
Woodward Diversified Capital
Bakersfield,
California
| USD 3.32 M | -USD 9.8 k | 4 | 1.46% | Reducidas |
|
| 1729 |
InvesTrust
Oklahoma City,
Oklahoma
| USD 3.3 M | -USD 143 k | 1 | 1.27% | Reducidas |
|
| 1730 |
RMSCM
R.M. Sincerbeaux Capital Management
New York
| USD 3.29 M | USD 0 | 2 | 1.75% | Mantenido |
|
| 1731 |
Letson Investment Management
Atlanta,
Georgia
| USD 3.29 M | USD 0 | 2 | 1.21% | Mantenido |
|
| 1732 |
Platform Technology Partners
New York
| USD 3.28 M | +USD 141 k | 3 | 0.54% | Aumentadas |
|
| 1733 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 3.28 M | +USD 193 k | 3 | 0.14% | Aumentadas |
|
| 1734 |
Continuum Advisory
Eagle,
Idaho
| USD 3.27 M | +USD 596 k | 15 | 0.26% | Aumentadas |
|
| 1735 |
Capital City Trust
Tallahassee,
Florida
| USD 3.27 M | -USD 1.21 k | 2 | 0.68% | Reducidas |
|
| 1736 |
Leavell Investment Management
Mobile,
Alabama
| USD 3.26 M | -USD 193 k | 2 | 0.12% | Reducidas |
|
| 1737 |
Resonant Capital Advisors
Madison,
Wisconsin
| USD 3.26 M | +USD 267 k | 4 | 0.16% | Aumentadas |
|
| 1738 |
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| USD 3.25 M | -USD 15.4 k | 6 | 1.42% | Reducidas |
|
| 1739 |
John Boyer Inc
Tampa,
Florida
| USD 3.25 M | +USD 54.2 k | 2 | 2.82% | Aumentadas |
|
| 1740 |
California First Leasing Corp
Newport Beach,
California
| USD 3.24 M | USD 0 | 1 | 0.69% | Mantenido |
|
| 1741 |
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 3.23 M | -USD 873 k | 3 | 1.17% | Reducidas |
|
| 1742 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 3.23 M | -USD 388 k | 2 | 0.02% | Reducidas |
|
| 1743 |
Value Partners Investments
Winnipeg,
Manitoba, Canada
| USD 3.23 M | USD 0 | 1 | 0.23% | Mantenido |
|
| 1744 |
Institute for Wealth Management
Denver,
Colorado
| USD 3.21 M | +USD 201 k | 16 | 0.28% | Aumentadas |
|
| 1745 |
HCP
Holt Capital Partners
Fort Worth,
Texas
| USD 3.21 M | +USD 102 k | 1 | 0.38% | Aumentadas |
|
| 1746 |
Fairvoy Private Wealth
Birmingham,
Alabama
| USD 3.18 M | -USD 66.3 k | 3 | 0.64% | Reducidas |
|
| 1747 |
Sage Capital Advisors
Sioux Falls,
South Dakota
| USD 3.18 M | -USD 3.06 M | 2 | 0.66% | Reducidas |
|
| 1748 |
Victory Financial Group
Austin,
Texas
| USD 3.17 M | +USD 88.5 k | 4 | 0.33% | Aumentadas |
|
| 1749 |
Koa Wealth Management
Encinitas,
California
| USD 3.16 M | +USD 14.9 k | 1 | 2.15% | Aumentadas |
|
| 1750 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 3.14 M | +USD 126 k | 3 | 0.19% | Aumentadas |
|