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 | |
|---|---|---|---|---|---|---|---|
| 1951 |
Maia Wealth
Denver,
Colorado
| USD 2.4 M | -USD 303 k | 2 | 0.35% | Reducidas |
|
| 1952 |
Plato Investment Management
Sydney, NSW,
Australia
| USD 2.4 M | -USD 665 k | 5 | 0.14% | Reducidas |
|
| 1953 |
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| USD 2.39 M | -USD 47.9 k | 3 | 0.29% | Reducidas |
|
| 1954 |
Ethos Financial Group
King Of Prussia,
Pennsylvania
| USD 2.39 M | +USD 59.2 k | 3 | 0.16% | Aumentadas |
|
| 1955 |
PAYA
Phil A. Younker & Associates
Fairbanks,
Alaska
| USD 2.39 M | -USD 553 k | 1 | 1.61% | Reducidas |
|
| 1956 |
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 2.38 M | +USD 39.4 k | 2 | 0.3% | Aumentadas |
|
| 1957 |
Chiron Capital Management
Tallahassee,
Florida
| USD 2.38 M | +USD 777 k | 3 | 2.14% | Aumentadas |
|
| 1958 |
SimplyRich
Carlsbad,
California
| USD 2.38 M | +USD 422 k | 4 | 0.56% | Aumentadas |
|
| 1959 |
Rockland Trust
Hanover,
Massachusetts
| USD 2.38 M | -USD 130 k | 2 | 0.09% | Reducidas |
|
| 1960 |
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| USD 2.37 M | -USD 2.05 M | 1 | 0.37% | Reducidas |
|
| 1961 |
Forum Financial Management
Lombard,
Illinois
| USD 2.37 M | +USD 128 k | 3 | 0.03% | Aumentadas |
|
| 1962 |
Code Waechter
Tampa,
Florida
| USD 2.37 M | -USD 258 k | 3 | 1.23% | Reducidas |
|
| 1963 |
Sage Investment Advisers
Wappingers Falls,
New York
| USD 2.37 M | -USD 41.2 k | 3 | 1.59% | Reducidas |
|
| 1964 |
Bridgewater Advisors
New York
| USD 2.36 M | -USD 157 k | 5 | 0.13% | Reducidas |
|
| 1965 |
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 2.36 M | -USD 75.8 k | 4 | 0.71% | Reducidas |
|
| 1966 |
Wellington Shields & Co
New York
| USD 2.36 M | +USD 402 k | 3 | 0.53% | Aumentadas |
|
| 1967 |
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 2.36 M | +USD 53.9 k | 2 | 0.87% | Aumentadas |
|
| 1968 |
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| USD 2.35 M | +USD 20.3 k | 2 | 0.36% | Aumentadas |
|
| 1969 |
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 2.35 M | USD 0 | 1 | 0.12% | Mantenido |
|
| 1970 |
Salvus Wealth Management
Red Bank,
New Jersey
| USD 2.35 M | -USD 157 k | 2 | 1.32% | Reducidas |
|
| 1971 |
Verity Asset Management
Durham,
North Carolina
| USD 2.35 M | +USD 7.87 k | 2 | 0.89% | Aumentadas |
|
| 1972 |
Catalyst Funds Management
Sydney NSW,
Australia
| USD 2.34 M | -USD 2.64 M | 5 | 0.13% | Reducidas |
|
| 1973 |
Columbia Asset Management
Ann Arbor,
Michigan
| USD 2.34 M | -USD 342 k | 3 | 0.41% | Reducidas |
|
| 1974 |
VisionPoint Advisory Group
Dallas,
Texas
| USD 2.34 M | -USD 2.01 M | 4 | 0.38% | Reducidas |
|
| 1975 |
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 2.34 M | +USD 151 k | 2 | 0.54% | Aumentadas |
|