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 | |
|---|---|---|---|---|---|---|---|
| 1976 |
Security National Bank
Omaha,
Nebraska
| USD 2.33 M | +USD 85.2 k | 2 | 0.28% | Aumentadas |
|
| 1977 |
JMBA
J. M. Brown & Associates
Tulsa,
Oklahoma
| USD 2.33 M | +USD 2.25 M | 3 | 1.33% | Nuevas |
|
| 1978 |
VeraBank
Henderson,
Texas
| USD 2.33 M | -USD 25 k | 2 | 0.39% | Reducidas |
|
| 1979 |
Storen Legacy Partners
Zionsville,
Indiana
| USD 2.33 M | +USD 2.93 k | 2 | 0.63% | Aumentadas |
|
| 1980 |
Titan Investment Management
Indianapolis,
Indiana
| USD 2.33 M | +USD 65 k | 1 | 1.72% | Aumentadas |
|
| 1981 |
Auxano Advisors
Bellevue,
Washington
| USD 2.32 M | +USD 253 k | 3 | 0.44% | Aumentadas |
|
| 1982 |
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| USD 2.3 M | +USD 1.39 M | 2 | 1.68% | Aumentadas |
|
| 1983 |
LBP AM
Paris,
France
| USD 2.3 M | USD 0 | 1 | 0.02% | Mantenido |
|
| 1984 |
McKinney Capital Management
Houston,
Texas
| USD 2.3 M | +USD 2.32 M | 2 | 0.91% | Nuevas |
|
| 1985 |
Medallion Wealth Advisors
Farmington,
Connecticut
| USD 2.3 M | -USD 171 k | 9 | 0.72% | Reducidas |
|
| 1986 |
Beaton Management Company
Haverhill,
Massachusetts
| USD 2.3 M | -USD 754 k | 1 | 0.94% | Reducidas |
|
| 1987 |
Prosperity Capital Advisors
Westlake,
Ohio
| USD 2.3 M | -USD 45.3 k | 2 | 0.11% | Reducidas |
|
| 1988 |
CoreFirst Bank & Trust
Topeka,
Kansas
| USD 2.28 M | -USD 32.6 k | 5 | 1.13% | Reducidas |
|
| 1989 |
Elyxium Wealth
San Mateo,
California
| USD 2.27 M | +USD 1.14 M | 3 | 0.24% | Aumentadas |
|
| 1990 |
Infrastructure Capital Advisors
New York
| USD 2.27 M | +USD 161 k | 3 | 0.13% | Aumentadas |
|
| 1991 |
Spirepoint Private Client
Vero Beach,
Florida
| USD 2.27 M | -USD 57.9 k | 2 | 0.18% | Reducidas |
|
| 1992 |
Jeppson Wealth Management
Manhattan Beach,
California
| USD 2.26 M | -USD 66.3 k | 7 | 0.67% | Reducidas |
|
| 1993 |
DI
DDFG Inc
Thousand Oaks,
California
| USD 2.26 M | -USD 2.29 k | 2 | 0.45% | Reducidas |
|
| 1994 |
Neville Rodie & Shaw
New York
| USD 2.25 M | USD 0 | 2 | 0.15% | Mantenido |
|
| 1995 |
Rahlfs Capital
Lake Kiowa,
Texas
| USD 2.25 M | USD 0 | 2 | 1.65% | Mantenido |
|
| 1996 |
Guidance Capital
Lousville,
Kentucky
| USD 2.25 M | -USD 358 k | 2 | 0.48% | Reducidas |
|
| 1997 |
Calamos Wealth Management
Naperville,
Illinois
| USD 2.25 M | -USD 600 k | 3 | 0.07% | Reducidas |
|
| 1998 |
Miller Financial Services
Marshall,
Michigan
| USD 2.24 M | +USD 480 k | 4 | 1.81% | Aumentadas |
|
| 1999 |
Bill Few Associates
Pittsburgh,
Pennsylvania
| USD 2.24 M | -USD 5.08 k | 2 | 0.48% | Reducidas |
|
| 2000 |
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 2.24 M | +USD 30.3 k | 9 | 0.05% | Aumentadas |
|