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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
SGK
Steigerwald Gordon & Koch
Virginia
$183K $0 1 0.1% Maintained
2052
EEG
E.E. Geduld
$179K -$125K 1 0.1% Reduced
2053
AP
Advisors Preferred
Maryland
$176K +$157K 3 0.08% Increased
2054
TCCM
Timber Creek Capital Management
Massachusetts
$173K +$93.8K 3 0.16% Increased
2055
LCM
Leonard Capital Management
Florida
$172K +$213K 1 0.06% New
2056
ATC
Adirondack Trust Company
New York
$169K +$24.9K 5 0.13% Increased
2057
CWM
Cranbrook Wealth Management
Michigan
$157K -$221K 2 0.11% Reduced
2058
YL
YCG LLC
Texas
$155K +$15.5K 3 0.06% Increased
2059
EAMA
EFG Asset Management (Americas)
Florida
$149K +$57.8K 1 0.12% Increased
2060
MIM
Macroview Investment Management
Maryland
$143K +$3.82K 2 0.22% Increased
2061
AG
Ashmore Group
United Kingdom
$139K $0 1 0% Maintained
2062
WCM
Wealthcare Capital Management
Virginia
$139K +$11.1K 2 0.02% Increased
2063
MIM
Merion Investment Management
Florida
$137K $0 1 2.18% Maintained
2064
PFA
Paradigm Financial Advisors
Missouri
$137K -$148K 3 0.13% Reduced
2065
GC
Globeflex Capital
California
$135K -$6.75M 5 0.02% Reduced
2066
LWM
Lenox Wealth Management
Ohio
$135K -$5.9K 2 0.07% Reduced
2067
TCM
TD Capital Management
Tennessee
$133K +$104K 2 0.03% Increased
2068
CCM
Carderock Capital Management
Maryland
$128K +$126K 4 0.07% New
2069
VCM
Vigilant Capital Management
Maine
$127K +$52K 4 0.03% Increased
2070
ZIM
ZPR Investment Management
Florida
$115K -$431K 1 0.12% Reduced
2071
IWC
Integrated Wealth Counsel
California
$114K $0 2 0.09% Maintained
2072
PTA
Pear Tree Advisors
Massachusetts
$104K -$1.19M 1 0.09% Reduced
2073
Avior Wealth Management
Avior Wealth Management
Nebraska
$101K +$97.8K 2 0.08% New
2074
New York Life Investment Management
New York Life Investment Management
New York
$97K $0 2 0.02% Maintained
2075
ACM
Antonetti Capital Management
Florida
$91K -$116K 3 0.08% Reduced