WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 21, 2023

Total Value ($000): $857,087 (100.0% shares, 0.0% debt)

Holdings (174)

LLY LILLY ELI & CO 16.6%
Value ($000) $142,624 Shares 304,115 Est. Cost $50.23 Unrealized +719.2%
AAPL APPLE INC 9.2%
Value ($000) $78,599 Shares 405,211 Est. Cost $85.24 Unrealized +101.8%
MSFT MICROSOFT CORP 4.4%
Value ($000) $37,899 Shares 111,291 Est. Cost $67.67 Unrealized +354.0%
AMZN AMAZON COM INC 3.7%
Value ($000) $31,364 Shares 240,592 Est. Cost $120.59 Unrealized -5.3%
JMST J P MORGAN EXCHANGE TRADED F 3.5%
Value ($000) $29,832 Shares 588,978 Est. Cost $50.94 Unrealized
CGW INVESCO EXCH TRADED FD TR II 2.9%
Value ($000) $25,032 Shares 486,907 Est. Cost $37.02 Unrealized
NFLX NETFLIX INC 2.7%
Value ($000) $23,232 Shares 52,741 Est. Cost $8.00 Unrealized +360.7%
JPST J P MORGAN EXCHANGE TRADED F 2.2%
Value ($000) $18,877 Shares 376,490 Est. Cost $50.43 Unrealized
WM WASTE MGMT INC DEL 2.1%
Value ($000) $18,244 Shares 105,203 Est. Cost $53.76 Unrealized +195.3%
TOTL SSGA ACTIVE ETF TR 2.1%
Value ($000) $18,089 Shares 446,090 Est. Cost $47.47 Unrealized
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $15,997 Shares 29,713 Est. Cost $203.39 Unrealized +139.5%
ADBE ADOBE SYSTEMS INCORPORATED 1.8%
Value ($000) $15,357 Shares 31,406 Est. Cost $46.71 Unrealized +762.5%
ITOT ISHARES TR 1.7%
Value ($000) $14,564 Shares 148,860 Est. Cost $68.72 Unrealized
XBI SPDR SER TR 1.7%
Value ($000) $14,554 Shares 174,922 Est. Cost $87.10 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.6%
Value ($000) $13,365 Shares 177,986 Est. Cost $77.74 Unrealized
HD HOME DEPOT INC 1.5%
Value ($000) $13,156 Shares 42,350 Est. Cost $69.14 Unrealized +299.8%
GOOGL ALPHABET INC 1.4%
Value ($000) $12,284 Shares 102,623 Est. Cost $106.66 Unrealized +7.1%
SBUX STARBUCKS CORP 1.4%
Value ($000) $11,950 Shares 120,634 Est. Cost $33.42 Unrealized +191.1%
V VISA INC 1.4%
Value ($000) $11,909 Shares 50,146 Est. Cost $138.37 Unrealized +62.2%
CYBERARK SOFTWARE LTD 1.1%
Value ($000) $9,734 Shares 62,265 Est. Cost $95.67 Unrealized
FHLC FIDELITY COVINGTON TRUST 1.1%
Value ($000) $9,619 Shares 152,394 Est. Cost $58.13 Unrealized
FTNT FORTINET INC 1.1%
Value ($000) $9,119 Shares 120,635 Est. Cost $54.66 Unrealized +24.4%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $8,570 Shares 20,260 Est. Cost $17.55 Unrealized +89.0%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $8,098 Shares 53,370 Est. Cost $81.38 Unrealized +73.7%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $7,951 Shares 48,038 Est. Cost $73.48 Unrealized +102.6%
DIS DISNEY WALT CO 0.9%
Value ($000) $7,524 Shares 84,274 Est. Cost $108.86 Unrealized -15.0%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $7,228 Shares 15,701 Est. Cost $250.74 Unrealized +72.1%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $7,165 Shares 14,907 Est. Cost $230.16 Unrealized +102.0%
FBND FIDELITY MERRIMACK STR TR 0.8%
Value ($000) $7,112 Shares 155,966 Est. Cost $45.86 Unrealized
ASML ASML HOLDING N V 0.8%
Value ($000) $6,695 Shares 9,237 Est. Cost $514.60 Unrealized
COP CONOCOPHILLIPS 0.7%
Value ($000) $6,115 Shares 59,020 Est. Cost $49.51 Unrealized +90.8%
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $5,533 Shares 25,719 Est. Cost $137.57 Unrealized +48.7%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $4,989 Shares 67,242 Est. Cost $68.70 Unrealized +1.9%
KO COCA COLA CO 0.6%
Value ($000) $4,879 Shares 80,419 Est. Cost $44.26 Unrealized +29.6%
IXUS ISHARES TR 0.6%
Value ($000) $4,856 Shares 77,553 Est. Cost $61.24 Unrealized
DGX QUEST DIAGNOSTICS INC 0.5%
Value ($000) $4,655 Shares 33,115 Est. Cost $127.20 Unrealized +3.0%
ROK ROCKWELL AUTOMATION INC 0.5%
Value ($000) $4,649 Shares 14,111 Est. Cost $132.39 Unrealized +108.4%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $4,456 Shares 66,784 Est. Cost $53.21 Unrealized +27.8%
EQIX EQUINIX INC 0.5%
Value ($000) $4,249 Shares 5,420 Est. Cost $721.64 Unrealized -4.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $4,080 Shares 25,927 Est. Cost $71.29 Unrealized +100.9%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $4,025 Shares 15,754 Est. Cost $69.00 Unrealized +50.8%
TSLA TESLA INC 0.5%
Value ($000) $3,973 Shares 15,177 Est. Cost $221.59 Unrealized -9.8%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $3,697 Shares 99,406 Est. Cost $36.08 Unrealized -13.5%
ADM ARCHER DANIELS MIDLAND CO 0.4%
Value ($000) $3,627 Shares 47,996 Est. Cost $30.37 Unrealized +128.3%
SHEL SHELL PLC 0.4%
Value ($000) $3,569 Shares 59,109 Est. Cost $54.93 Unrealized
DE DEERE & CO 0.4%
Value ($000) $3,447 Shares 8,481 Est. Cost $213.01 Unrealized +72.7%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $3,436 Shares 30,172 Est. Cost $119.44 Unrealized -24.2%
GOOG ALPHABET INC 0.4%
Value ($000) $3,402 Shares 28,121 Est. Cost $106.95 Unrealized +7.4%
NOW SERVICENOW INC 0.4%
Value ($000) $3,376 Shares 6,008 Est. Cost $52.79 Unrealized +89.4%
GLD SPDR GOLD TR 0.4%
Value ($000) $3,315 Shares 18,594 Est. Cost $143.27 Unrealized
MCK MCKESSON CORP 0.4%
Value ($000) $3,192 Shares 7,461 Est. Cost $107.07 Unrealized +254.5%
META META PLATFORMS INC 0.4%
Value ($000) $3,183 Shares 11,090 Est. Cost $94.54 Unrealized +159.2%
TOTALENERGIES SE 0.4%
Value ($000) $3,177 Shares 54,423 Est. Cost $46.87 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $3,102 Shares 28,452 Est. Cost $42.61 Unrealized +138.1%
NKE NIKE INC 0.4%
Value ($000) $3,045 Shares 27,502 Est. Cost $48.83 Unrealized +128.0%
QCOM QUALCOMM INC 0.3%
Value ($000) $2,952 Shares 24,798 Est. Cost $46.45 Unrealized +133.2%
DXCM DEXCOM INC 0.3%
Value ($000) $2,935 Shares 22,839 Est. Cost $71.84 Unrealized +68.3%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,829 Shares 54,686 Est. Cost $17.54 Unrealized +159.4%
T AT&T INC 0.3%
Value ($000) $2,744 Shares 172,052 Est. Cost $13.31 Unrealized +11.1%
TGT TARGET CORP 0.3%
Value ($000) $2,689 Shares 20,384 Est. Cost $46.46 Unrealized +190.5%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $2,666 Shares 13,937 Est. Cost $93.73 Unrealized +84.3%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,535 Shares 19,102 Est. Cost $49.28 Unrealized
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $2,517 Shares 18,081 Est. Cost $78.49 Unrealized +60.2%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $2,462 Shares 28,905 Est. Cost $37.43 Unrealized +1.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,418 Shares 7,091 Est. Cost $155.10 Unrealized +110.4%
NTR NUTRIEN LTD 0.3%
Value ($000) $2,316 Shares 39,035 Est. Cost $46.78 Unrealized +24.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $2,291 Shares 23,383 Est. Cost $54.99 Unrealized +67.8%
HRL HORMEL FOODS CORP 0.3%
Value ($000) $2,160 Shares 53,705 Est. Cost $24.42 Unrealized +49.7%
BA BOEING CO 0.3%
Value ($000) $2,150 Shares 10,182 Est. Cost $154.23 Unrealized +34.7%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,086 Shares 27,074 Est. Cost $44.38 Unrealized +64.3%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,074 Shares 5,272 Est. Cost $288.31 Unrealized +28.3%
WMT WALMART INC 0.2%
Value ($000) $2,048 Shares 13,029 Est. Cost $23.53 Unrealized +108.1%
GSY INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $1,984 Shares 39,960 Est. Cost $50.26 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,968 Shares 6,378 Est. Cost $120.12 Unrealized +132.8%
FDX FEDEX CORP 0.2%
Value ($000) $1,938 Shares 7,776 Est. Cost $168.49 Unrealized +28.2%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,906 Shares 7,177 Est. Cost $193.38 Unrealized +19.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,836 Shares 7,463 Est. Cost $104.86 Unrealized +103.9%
UNILEVER PLC 0.2%
Value ($000) $1,810 Shares 34,717 Est. Cost $52.44 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $1,800 Shares 24,641 Est. Cost $72.88 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,788 Shares 12,296 Est. Cost $46.85 Unrealized +176.8%
INTC INTEL CORP 0.2%
Value ($000) $1,782 Shares 53,281 Est. Cost $23.66 Unrealized +29.8%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,668 Shares 8,039 Est. Cost $99.29 Unrealized +76.8%
SAP SAP SE 0.2%
Value ($000) $1,644 Shares 12,019 Est. Cost $73.62 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $1,601 Shares 3,592 Est. Cost $265.78 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,573 Shares 6,935 Est. Cost $68.20 Unrealized +193.6%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,522 Shares 22,022 Est. Cost $53.17 Unrealized +20.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,462 Shares 13,632 Est. Cost $54.53 Unrealized +82.7%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $1,462 Shares 36,542 Est. Cost $24.68 Unrealized +48.9%
LAM RESEARCH CORP 0.2%
Value ($000) $1,455 Shares 2,258 Est. Cost $88.37 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,364 Shares 11,455 Est. Cost $38.78 Unrealized +158.9%
ALB ALBEMARLE CORP 0.2%
Value ($000) $1,337 Shares 5,985 Est. Cost $187.25 Unrealized +4.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,308 Shares 4,383 Est. Cost $79.65 Unrealized +242.9%
GLW CORNING INC 0.2%
Value ($000) $1,308 Shares 37,323 Est. Cost $23.29 Unrealized +31.4%
CSX CSX CORP 0.2%
Value ($000) $1,305 Shares 38,260 Est. Cost $23.24 Unrealized +30.9%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,296 Shares 10,759 Est. Cost $61.81 Unrealized +102.3%
ABBV ABBVIE INC 0.1%
Value ($000) $1,282 Shares 9,518 Est. Cost $40.97 Unrealized +226.4%
PFE PFIZER INC 0.1%
Value ($000) $1,281 Shares 34,932 Est. Cost $22.34 Unrealized +48.7%
DEO DIAGEO PLC 0.1%
Value ($000) $1,275 Shares 7,350 Est. Cost $116.98 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,160 Shares 20,577 Est. Cost $31.80 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,151 Shares 27,700 Est. Cost $26.11 Unrealized +40.3%
BLACKROCK INC 0.1%
Value ($000) $1,149 Shares 1,663 Est. Cost $387.51 Unrealized
AWR AMER STATES WTR CO 0.1%
Value ($000) $1,135 Shares 13,041 Est. Cost $34.06 Unrealized +147.4%
PEP PEPSICO INC 0.1%
Value ($000) $1,072 Shares 5,788 Est. Cost $138.40 Unrealized +23.2%
WESTROCK CO 0.1%
Value ($000) $1,002 Shares 34,456 Est. Cost $39.99 Unrealized
INTU INTUIT 0.1%
Value ($000) $976 Shares 2,130 Est. Cost $222.24 Unrealized +93.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $937 Shares 8,520 Est. Cost $49.75 Unrealized +114.6%
IDXX IDEXX LABS INC 0.1%
Value ($000) $920 Shares 1,832 Est. Cost $642.86 Unrealized -25.5%
MRK MERCK & CO INC 0.1%
Value ($000) $895 Shares 7,704 Est. Cost $43.13 Unrealized +142.2%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $832 Shares 26,152 Est. Cost $35.01 Unrealized -16.9%
IR INGERSOLL RAND INC 0.1%
Value ($000) $813 Shares 12,446 Est. Cost $31.60 Unrealized +86.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $798 Shares 1,794 Est. Cost $233.81 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $770 Shares 5,752 Est. Cost $110.37 Unrealized +7.0%
TSN TYSON FOODS INC 0.1%
Value ($000) $761 Shares 14,905 Est. Cost $52.27 Unrealized -5.2%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $738 Shares 1,995 Est. Cost $173.98 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $735 Shares 5,670 Est. Cost $80.90 Unrealized +54.4%
HSY HERSHEY CO 0.1%
Value ($000) $725 Shares 2,905 Est. Cost $73.64 Unrealized +230.5%
CZFS CITIZENS FINL SVCS INC 0.1%
Value ($000) $719 Shares 9,658 Est. Cost $58.62 Unrealized +27.7%
MINT PIMCO ETF TR 0.1%
Value ($000) $677 Shares 6,786 Est. Cost $100.41 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $671 Shares 3,022 Est. Cost $123.06 Unrealized +73.6%
DOCU DOCUSIGN INC 0.1%
Value ($000) $670 Shares 13,115 Est. Cost $157.61 Unrealized -66.4%
IWF ISHARES TR 0.1%
Value ($000) $646 Shares 2,348 Est. Cost $162.26 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $616 Shares 5,135 Est. Cost $38.52 Unrealized +174.1%
DVY ISHARES TR 0.1%
Value ($000) $595 Shares 5,250 Est. Cost $66.22 Unrealized
CE CELANESE CORP DEL 0.1%
Value ($000) $582 Shares 5,028 Est. Cost $132.04 Unrealized -20.8%
IJH ISHARES TR 0.1%
Value ($000) $577 Shares 2,205 Est. Cost $150.79 Unrealized
ENZL ISHARES TR 0.1%
Value ($000) $568 Shares 11,592 Est. Cost $46.53 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $562 Shares 13,172 Est. Cost $37.22 Unrealized +1.1%
PSX PHILLIPS 66 0.1%
Value ($000) $525 Shares 5,509 Est. Cost $43.76 Unrealized +102.3%
SNY SANOFI 0.1%
Value ($000) $519 Shares 9,628 Est. Cost $41.57 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $479 Shares 2,672 Est. Cost $60.25 Unrealized +156.5%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $466 Shares 9,015 Est. Cost $57.99 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $457 Shares 9,506 Est. Cost $50.08 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $428 Shares 2,192 Est. Cost $109.77 Unrealized +62.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $427 Shares 4,807 Est. Cost $59.81 Unrealized +32.7%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $400 Shares 10,995 Est. Cost $40.87 Unrealized -27.8%
SRE SEMPRA 0.0%
Value ($000) $400 Shares 2,747 Est. Cost $33.39 Unrealized +106.0%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $393 Shares 1,782 Est. Cost $167.21 Unrealized
NUVASIVE INC 0.0%
Value ($000) $390 Shares 9,389 Est. Cost $30.23 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $390 Shares 12,621 Est. Cost $39.07 Unrealized
MMM 3M CO 0.0%
Value ($000) $370 Shares 3,696 Est. Cost $80.46 Unrealized -3.6%
BAX BAXTER INTL INC 0.0%
Value ($000) $364 Shares 7,940 Est. Cost $31.05 Unrealized +31.3%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $364 Shares 2,145 Est. Cost $78.59 Unrealized +138.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $359 Shares 10,878 Est. Cost $37.62 Unrealized -21.1%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $358 Shares 2,187 Est. Cost $112.53 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $344 Shares 658 Est. Cost $376.87 Unrealized +42.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $340 Shares 1,213 Est. Cost $190.77 Unrealized +30.0%
IWD ISHARES TR 0.0%
Value ($000) $336 Shares 2,128 Est. Cost $93.11 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $325 Shares 1,935 Est. Cost $159.19 Unrealized +0.6%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $314 Shares 9,304 Est. Cost $17.95 Unrealized +74.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $303 Shares 3,354 Est. Cost $45.31 Unrealized +76.7%
NVS NOVARTIS AG 0.0%
Value ($000) $303 Shares 3,000 Est. Cost $85.44 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $296 Shares 2,578 Est. Cost $62.04 Unrealized +70.8%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $294 Shares 1,198 Est. Cost $215.89 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $294 Shares 4,597 Est. Cost $45.26 Unrealized +30.2%
AVGO BROADCOM INC 0.0%
Value ($000) $294 Shares 339 Est. Cost $68.73 Unrealized 0.0%
DDOG DATADOG INC 0.0%
Value ($000) $290 Shares 2,950 Est. Cost $135.43 Unrealized -38.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $268 Shares 1,852 Est. Cost $111.90 Unrealized +9.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $267 Shares 5,764 Est. Cost $34.04 Unrealized +7.4%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $260 Shares 9,850 Est. Cost $18.20 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $252 Shares 1,229 Est. Cost $165.71 Unrealized +12.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $247 Shares 1,969 Est. Cost $117.77 Unrealized +6.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $243 Shares 3,318 Est. Cost $38.76 Unrealized +76.8%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $243 Shares 595 Est. Cost $270.77 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $237 Shares 2,205 Est. Cost $66.03 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $236 Shares 3,176 Est. Cost $72.74 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $234 Shares 618 Est. Cost $313.51 Unrealized +17.7%
SPLUNK INC 0.0%
Value ($000) $226 Shares 2,127 Est. Cost $95.88 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $226 Shares 4,440 Est. Cost $50.88 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $224 Shares 4,643 Est. Cost $44.43 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $221 Shares 2,459 Est. Cost $72.76 Unrealized +17.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $217 Shares 1,340 Est. Cost $162.06 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $207 Shares 3,894 Est. Cost $63.42 Unrealized -28.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $206 Shares 1,489 Est. Cost $128.82 Unrealized 0.0%
AGCO AGCO CORP 0.0%
Value ($000) $204 Shares 1,550 Est. Cost $111.72 Unrealized +3.0%