Acciones pecaminosas
Las acciones de empresas de sectores 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 | |
|---|---|---|---|---|---|---|---|
| 1926 |
PCA
Purkiss Capital Advisors
Ridgefield,
Connecticut
| USD 2.46 M | -USD 265 k | 3 | 0.94% | Reducidas |
|
| 1927 |
Guardian Partners
Toronto,
Canada
| USD 2.46 M | +USD 87.7 k | 4 | 0.22% | Aumentadas |
|
| 1928 |
Bar Harbor Wealth Management
Concord,
New Hampshire
| USD 2.45 M | -USD 56.9 k | 2 | 0.13% | Reducidas |
|
| 1929 |
CFAM
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 2.45 M | +USD 214 k | 4 | 1.09% | Aumentadas |
|
| 1930 |
MA
Modus Advisors
Excelsior,
Minnesota
| USD 2.45 M | +USD 71.1 k | 1 | 0.61% | Aumentadas |
|
| 1931 |
BAM
Blueshift Asset Management
Red Bank,
New Jersey
| USD 2.45 M | +USD 1.38 M | 5 | 0.57% | Aumentadas |
|
| 1932 |
LRI Investments
Palm Beach Gardens,
Florida
| USD 2.45 M | +USD 125 k | 19 | 0.2% | Aumentadas |
|
| 1933 |
Sargent Investment Group
Bethesda,
Maryland
| USD 2.45 M | +USD 38.7 k | 2 | 0.29% | Aumentadas |
|
| 1934 |
Sax Wealth Advisors
Parsippany,
New Jersey
| USD 2.44 M | +USD 512 k | 2 | 0.1% | Aumentadas |
|
| 1935 |
PCA
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 2.44 M | -USD 24.3 k | 2 | 0.49% | Reducidas |
|
| 1936 |
KIG
Kennedy Investment Group
West Depford,
New Jersey
| USD 2.43 M | -USD 2.75 k | 3 | 0.83% | Reducidas |
|
| 1937 |
IWM
Iams Wealth Management
Omaha,
Nebraska
| USD 2.43 M | +USD 540 k | 3 | 0.73% | Aumentadas |
|
| 1938 |
MIM
Marco Investment Management
Atlanta,
Georgia
| USD 2.43 M | USD 0 | 2 | 0.16% | Mantenido |
|
| 1939 |
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 2.43 M | +USD 85.5 k | 3 | 0.08% | Aumentadas |
|
| 1940 |
Sompo Asset Management
Tokyo,
Japan
| USD 2.42 M | +USD 1 M | 2 | 0.4% | Aumentadas |
|
| 1941 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 2.42 M | USD 0 | 2 | 0.03% | Mantenido |
|
| 1942 |
Park Place Capital
Homewood,
Alabama
| USD 2.42 M | +USD 398 k | 6 | 0.38% | Aumentadas |
|
| 1943 |
NAMNJ
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| USD 2.41 M | -USD 3.05 k | 2 | 0.98% | Reducidas |
|
| 1944 |
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 2.41 M | +USD 55.1 k | 3 | 0.35% | Aumentadas |
|
| 1945 |
MHC
May Hill Capital
Cohasset,
Massachusetts
| USD 2.4 M | +USD 617 k | 5 | 0.5% | Aumentadas |
|
| 1946 |
MPCG
Matrix Private Capital Group
New York
| USD 2.4 M | USD 0 | 1 | 1.04% | Mantenido |
|
| 1947 |
Maia Wealth
Denver,
Colorado
| USD 2.4 M | -USD 303 k | 2 | 0.35% | Reducidas |
|
| 1948 |
Plato Investment Management
Sydney, NSW,
Australia
| USD 2.4 M | -USD 665 k | 5 | 0.14% | Reducidas |
|
| 1949 |
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| USD 2.39 M | -USD 47.9 k | 3 | 0.29% | Reducidas |
|
| 1950 |
Ethos Financial Group
King Of Prussia,
Pennsylvania
| USD 2.39 M | +USD 59.2 k | 3 | 0.16% | Aumentadas |
|