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Sin Stocks

Sin stocks are the businesses many funds are instructed to avoid — drink, tobacco, gambling, and weapons. Being excluded by others has historically left them cheap and generous with cash.

78 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2051
MIM
Merion Investment Management
Florida
$169K +$176K 1 0.08% New
2052
SGK
Steigerwald Gordon & Koch
Virginia
$169K $0 1 0.1% Maintained
2053
TAM
Telluride Asset Management
Minnesota
$162K +$170K 1 0.19% New
2054
RI
Redwood Investments
Massachusetts
$156K -$39.9K 1 0.02% Reduced
2055
PTCG
Pring Turner Capital Group
California
$152K +$150K 3 0.15% New
2056
LWM
Lenox Wealth Management
Ohio
$151K +$150K 2 0.1% New
2057
AG
Ashmore Group
United Kingdom
$150K +$21.8K 1 0.03% Increased
2058
ATC
Adirondack Trust Company
New York
$149K +$16K 5 0.12% Increased
2059
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$149K +$155K 1 0.03% New
2060
MIM
Macroview Investment Management
Maryland
$145K +$7.17K 2 0.26% Increased
2061
YL
YCG LLC
Texas
$144K $0 2 0.06% Maintained
2062
WCM
Wealthcare Capital Management
Virginia
$134K $0 2 0.02% Maintained
2063
BWFA
Baltimore-Washington Financial Advisors
Maryland
$128K -$845K 2 0.04% Reduced
2064
IWC
Integrated Wealth Counsel
California
$120K +$74 2 0.09% Increased
2065
PIA
Philadelphia International Advisors
Pennsylvania
$115K +$114K 1 0.03% New
2066
LJHT
Laurie J. Hall Trustee
$110K +$109K 1 0.08% New
2067
KFP
Keystone Financial Planning
Ohio
$106K +$104K 2 0.08% New
2068
New York Life Investment Management
New York Life Investment Management
New York
$104K $0 2 0.03% Maintained
2069
CRCP
Copper Rock Capital Partners
Massachusetts
$101K $0 2 0.01% Maintained
2070
TFMS
Trust & Fiduciary Management Services
Massachusetts
$99K -$9.55K 2 0.07% Reduced
2071
HDIM
Hanson & Doremus Investment Management
Vermont
$97K $0 2 0.05% Maintained
2072
PWAG
Polaris Wealth Advisory Group
California
$95K +$78.1K 3 0.02% Increased
2073
AW
Alpha Windward
Massachusetts
$93K -$440K 3 0.06% Reduced
2074
EAMA
EFG Asset Management (Americas)
Florida
$92.2K +$88.7K 1 0.08% New
2075
DSI
Daiwa SB Investments
Japan
$85K $0 1 0.01% Maintained