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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
2451
NERM
New England Research & Management
Illinois
$347K $0 1 0.23% Maintained
2452
HS
HighVista Strategies
Massachusetts
$344K -$948K 1 0.16% Reduced
2453
WAG
Winthrop Advisory Group
Massachusetts
$342K -$399K 1 0.22% Reduced
2454
GAM
Gemmer Asset Management
California
$340K -$9.48K 17 0.12% Reduced
2455
SCA
SMH Capital Advisors
Texas
$336K +$49 1 0.54% Increased
2456
ACP
Aveo Capital Partners
Colorado
$333K -$22.3K 1 0.15% Reduced
2457
KFA
Kelleher Financial Advisors
New York
$329K $0 1 0.47% Maintained
2458
AMG
Asset Management Group
Connecticut
$328K $0 1 0.11% Maintained
2459
BO
BRR OpCo
Ohio
$327K +$56.2K 1 0.09% Increased
2460
WPP
Whalerock Point Partners
Rhode Island
$327K -$336K 1 0.26% Reduced
2461
Addenda Capital
Addenda Capital
Quebec, Canada
$323K +$31.5K 1 0.03% Increased
2462
MUS
Mitsubishi UFJ Securities
Japan
$323K +$11.3K 4 1.16% Increased
2463
BCA
Berman Capital Advisors
Georgia
$322K -$11.9K 1 0.11% Reduced
2464
CFA
Capstone Financial Advisors
Illinois
$321K $0 1 0.1% Maintained
2465
TG
TLP Group
Illinois
$318K -$406K 7 0.48% Reduced
2466
CWM
Concentric Wealth Management
California
$316K $0 1 0.23% Maintained
2467
PAS
Professional Advisory Services
Florida
$313K -$9.44M 1 0.06% Reduced
2468
CAM
Crestone Asset Management
Colorado
$312K $0 1 0.14% Maintained
2469
FGAM
Financial Gravity Asset Management
Texas
$311K +$91.3K 18 0.29% Increased
2470
CPC
Congress Park Capital
New York
$310K +$288 1 0.3% Increased
2471
IAS
IMA Advisory Services
Colorado
$310K +$320K 9 0.13% New
2472
DWM
Darwin Wealth Management
Florida
$309K -$233K 1 0.2% Reduced
2473
HCM
Hengehold Capital Management
Ohio
$309K $0 1 0.08% Maintained
2474
MA
MANA Advisors
New York
$309K -$1.11M 1 1.65% Reduced
2475
IR
Invictus RG
Bermuda
$308K -$750K 1 0.26% Reduced