Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 13, 2021

Total Value ($000): $211,045 (100.0% shares, 0.0% debt)

Holdings (171)

AAPL APPLE INC COM 4.6%
Value ($000) $9,674 Shares 79,198 Est. Cost $86.88 Unrealized +43.9%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 2.9%
Value ($000) $6,136 Shares 29,686 Est. Cost $142.79 Unrealized
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $5,584 Shares 23,684 Est. Cost $60.25 Unrealized +270.0%
JNJ JOHNSON & JOHNSON COM 2.5%
Value ($000) $5,209 Shares 31,697 Est. Cost $72.41 Unrealized +94.4%
PG PROCTER AND GAMBLE CO COM 2.3%
Value ($000) $4,850 Shares 35,815 Est. Cost $63.93 Unrealized +80.9%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2.0%
Value ($000) $4,197 Shares 41,125 Est. Cost $106.50 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 2.0%
Value ($000) $4,154 Shares 26,052 Est. Cost $108.63 Unrealized
JPM JPMORGAN CHASE & CO COM 1.9%
Value ($000) $3,908 Shares 25,670 Est. Cost $64.16 Unrealized +98.3%
AMZN AMAZON COM INC COM 1.8%
Value ($000) $3,877 Shares 1,253 Est. Cost $60.68 Unrealized +161.2%
IVW ISHARES S&P 500 GROWTH ETF 1.7%
Value ($000) $3,630 Shares 55,748 Est. Cost $76.24 Unrealized
HUM HUMANA INC COM 1.7%
Value ($000) $3,509 Shares 8,370 Est. Cost $221.16 Unrealized +72.4%
DIS DISNEY WALT CO COM 1.6%
Value ($000) $3,447 Shares 18,682 Est. Cost $84.72 Unrealized +112.7%
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.6%
Value ($000) $3,297 Shares 10,962 Est. Cost $166.16 Unrealized
PEP PEPSICO INC COM 1.6%
Value ($000) $3,284 Shares 23,215 Est. Cost $67.73 Unrealized +74.1%
VTV VANGUARD VALUE INDEX FUND 1.5%
Value ($000) $3,270 Shares 24,876 Est. Cost $82.32 Unrealized
ABBV ABBVIE INC COM 1.5%
Value ($000) $3,255 Shares 30,073 Est. Cost $50.17 Unrealized +77.2%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.5%
Value ($000) $3,095 Shares 28,318 Est. Cost $79.72 Unrealized
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $2,988 Shares 28,512 Est. Cost $67.32 Unrealized +18.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.3%
Value ($000) $2,818 Shares 11,596 Est. Cost $89.60 Unrealized
INTC INTEL CORP COM 1.3%
Value ($000) $2,773 Shares 43,330 Est. Cost $26.52 Unrealized +103.9%
HD HOME DEPOT INC COM 1.3%
Value ($000) $2,652 Shares 8,688 Est. Cost $120.96 Unrealized +102.1%
NVDA NVIDIA CORPORATION COM 1.2%
Value ($000) $2,571 Shares 4,816 Est. Cost $4.77 Unrealized +181.2%
ABT ABBOTT LABS COM 1.2%
Value ($000) $2,514 Shares 20,981 Est. Cost $38.06 Unrealized +185.4%
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $2,495 Shares 44,687 Est. Cost $52.76 Unrealized -17.9%
BF/B BROWN FORMAN CORP CL B 1.2%
Value ($000) $2,474 Shares 35,873 Est. Cost $43.08 Unrealized +54.5%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.2%
Value ($000) $2,436 Shares 28,238 Est. Cost $55.19 Unrealized
EFA ISHARES MSCI EAFE ETF 1.1%
Value ($000) $2,358 Shares 31,074 Est. Cost $66.66 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 1.1%
Value ($000) $2,246 Shares 14,819 Est. Cost $102.27 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.1%
Value ($000) $2,218 Shares 5,575 Est. Cost $267.97 Unrealized
PFE PFIZER INC COM 1.0%
Value ($000) $2,177 Shares 60,093 Est. Cost $21.28 Unrealized +31.7%
VOE VANGUARD MID-CAP VALUE INDEX FUND 1.0%
Value ($000) $2,173 Shares 16,114 Est. Cost $85.96 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 1.0%
Value ($000) $2,063 Shares 26,329 Est. Cost $93.47 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $2,048 Shares 38,388 Est. Cost $43.41 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.9%
Value ($000) $1,988 Shares 33,722 Est. Cost $41.29 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.9%
Value ($000) $1,795 Shares 32,698 Est. Cost $64.91 Unrealized
TJX TJX COS INC NEW COM 0.8%
Value ($000) $1,703 Shares 25,743 Est. Cost $34.36 Unrealized +81.3%
CAT CATERPILLAR INC COM 0.8%
Value ($000) $1,697 Shares 7,320 Est. Cost $84.09 Unrealized +124.9%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $1,692 Shares 818 Est. Cost $50.19 Unrealized +96.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.8%
Value ($000) $1,633 Shares 8,666 Est. Cost $50.78 Unrealized +208.5%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $1,592 Shares 7,104 Est. Cost $93.39 Unrealized +104.8%
T AT&T INC COM 0.7%
Value ($000) $1,567 Shares 51,780 Est. Cost $14.63 Unrealized +10.3%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.7%
Value ($000) $1,561 Shares 37,530 Est. Cost $33.77 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.7%
Value ($000) $1,542 Shares 14,570 Est. Cost $54.97 Unrealized
RWR SPDR DOW JONES REIT ETF 0.7%
Value ($000) $1,448 Shares 15,297 Est. Cost $89.03 Unrealized
TGT TARGET CORP COM 0.7%
Value ($000) $1,438 Shares 7,258 Est. Cost $59.92 Unrealized +172.4%
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $1,431 Shares 4,061 Est. Cost $152.98 Unrealized +115.6%
META FACEBOOK INC CL A 0.7%
Value ($000) $1,427 Shares 4,845 Est. Cost $142.76 Unrealized +87.3%
MMM 3M CO COM 0.7%
Value ($000) $1,417 Shares 7,354 Est. Cost $104.77 Unrealized +19.4%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $1,368 Shares 19,635 Est. Cost $54.26 Unrealized
KO COCA COLA CO COM 0.6%
Value ($000) $1,366 Shares 25,911 Est. Cost $31.85 Unrealized +36.2%
MRK MERCK & CO. INC COM 0.6%
Value ($000) $1,338 Shares 17,352 Est. Cost $49.43 Unrealized +27.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $1,310 Shares 5,127 Est. Cost $136.14 Unrealized +78.4%
BF/A BROWN FORMAN CORP CL A 0.6%
Value ($000) $1,296 Shares 20,351 Est. Cost $26.87 Unrealized +130.2%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.6%
Value ($000) $1,241 Shares 15,133 Est. Cost $85.83 Unrealized
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $1,183 Shares 21,861 Est. Cost $28.98 Unrealized +59.2%
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $1,144 Shares 6,523 Est. Cost $57.53 Unrealized +140.8%
CRM SALESFORCE COM INC COM 0.5%
Value ($000) $1,136 Shares 5,360 Est. Cost $138.45 Unrealized +58.9%
WMT WALMART INC COM 0.5%
Value ($000) $1,121 Shares 8,250 Est. Cost $28.32 Unrealized +52.9%
PZZA PAPA JOHNS INTL INC COM 0.5%
Value ($000) $1,117 Shares 12,602 Est. Cost $60.70 Unrealized +35.1%
BAC BK OF AMERICA CORP COM 0.5%
Value ($000) $1,114 Shares 28,786 Est. Cost $19.83 Unrealized +54.5%
V VISA INC COM CL A 0.5%
Value ($000) $1,113 Shares 5,255 Est. Cost $157.70 Unrealized +28.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value ($000) $1,070 Shares 16,950 Est. Cost $39.65 Unrealized +28.7%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $1,058 Shares 513 Est. Cost $48.44 Unrealized +102.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $1,057 Shares 10,952 Est. Cost $56.04 Unrealized +34.6%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,054 Shares 9,333 Est. Cost $106.96 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $1,038 Shares 17,857 Est. Cost $32.17 Unrealized +31.3%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.5%
Value ($000) $1,031 Shares 13,349 Est. Cost $60.19 Unrealized +8.4%
NFLX NETFLIX INC COM 0.5%
Value ($000) $1,028 Shares 1,971 Est. Cost $35.14 Unrealized +50.9%
BP BP PLC SPONSORED ADR 0.5%
Value ($000) $1,019 Shares 41,843 Est. Cost $35.91 Unrealized
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,016 Shares 19,654 Est. Cost $28.24 Unrealized +43.8%
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $1,014 Shares 8,076 Est. Cost $113.23 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.5%
Value ($000) $1,012 Shares 13,682 Est. Cost $82.56 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $1,001 Shares 7,512 Est. Cost $110.01 Unrealized -10.9%
AMAT APPLIED MATLS INC COM 0.5%
Value ($000) $952 Shares 7,123 Est. Cost $35.61 Unrealized +196.9%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $936 Shares 12,376 Est. Cost $55.31 Unrealized +24.4%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.4%
Value ($000) $921 Shares 10,729 Est. Cost $92.38 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.4%
Value ($000) $884 Shares 14,568 Est. Cost $52.78 Unrealized
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $884 Shares 9,957 Est. Cost $57.45 Unrealized +16.3%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $872 Shares 3,938 Est. Cost $73.87 Unrealized +150.4%
GENERAL ELECTRIC CO COM 0.4%
Value ($000) $868 Shares 66,109 Est. Cost $18.89 Unrealized
UNP UNION PAC CORP COM 0.4%
Value ($000) $825 Shares 3,744 Est. Cost $82.29 Unrealized +128.6%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.4%
Value ($000) $824 Shares 16,699 Est. Cost $42.31 Unrealized
ORCL ORACLE CORP COM 0.4%
Value ($000) $807 Shares 11,499 Est. Cost $39.76 Unrealized +52.5%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $788 Shares 5,944 Est. Cost $49.54 Unrealized +161.8%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $775 Shares 7,091 Est. Cost $38.28 Unrealized +145.6%
STZ CONSTELLATION BRANDS INC CL A 0.4%
Value ($000) $754 Shares 3,306 Est. Cost $119.27 Unrealized +74.4%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $738 Shares 1,983 Est. Cost $250.27 Unrealized +27.7%
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $731 Shares 12,245 Est. Cost $34.14 Unrealized +46.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.3%
Value ($000) $724 Shares 3,193 Est. Cost $231.13 Unrealized
BLACKROCK INC COM 0.3%
Value ($000) $709 Shares 941 Est. Cost $480.43 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.3%
Value ($000) $699 Shares 4,348 Est. Cost $118.47 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $698 Shares 2,742 Est. Cost $202.92 Unrealized +9.5%
DG DOLLAR GEN CORP NEW COM 0.3%
Value ($000) $695 Shares 3,431 Est. Cost $138.27 Unrealized +33.4%
SO SOUTHERN CO COM 0.3%
Value ($000) $693 Shares 11,149 Est. Cost $33.58 Unrealized +48.4%
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $691 Shares 1,940 Est. Cost $154.55 Unrealized +119.7%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $671 Shares 8,923 Est. Cost $53.17 Unrealized +17.1%
WAT WATERS CORP COM 0.3%
Value ($000) $668 Shares 2,349 Est. Cost $99.58 Unrealized +174.2%
CREDIT SUISSE FI LARGE CAP GROWTH ENHANCED ETN 0.3%
Value ($000) $658 Shares 1,179 Est. Cost $357.08 Unrealized
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.3%
Value ($000) $626 Shares 11,155 Est. Cost $17.81 Unrealized +164.1%
TSLA TESLA INC COM 0.3%
Value ($000) $616 Shares 923 Est. Cost $178.01 Unrealized +41.0%
CHDN CHURCHILL DOWNS INC COM 0.3%
Value ($000) $609 Shares 2,679 Est. Cost $54.00 Unrealized +100.5%
DOV DOVER CORP COM 0.3%
Value ($000) $607 Shares 4,430 Est. Cost $45.15 Unrealized +164.9%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $598 Shares 4,227 Est. Cost $76.34 Unrealized +62.9%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $559 Shares 10,100 Est. Cost $27.86 Unrealized +44.7%
MTCH MATCH GROUP INC NEW COM 0.3%
Value ($000) $556 Shares 4,047 Est. Cost $103.47 Unrealized +41.9%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $549 Shares 1,384 Est. Cost $250.98 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $542 Shares 2,422 Est. Cost $211.81 Unrealized
F FORD MTR CO DEL COM 0.3%
Value ($000) $536 Shares 43,721 Est. Cost $5.87 Unrealized +48.0%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $532 Shares 6,363 Est. Cost $60.72 Unrealized +39.2%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $531 Shares 10,389 Est. Cost $31.25 Unrealized -2.7%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $520 Shares 2,352 Est. Cost $197.68 Unrealized
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $504 Shares 1,030 Est. Cost $137.84 Unrealized +263.5%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $498 Shares 6,040 Est. Cost $79.23 Unrealized
SYBT STOCK YDS BANCORP INC COM 0.2%
Value ($000) $493 Shares 9,659 Est. Cost $34.74 Unrealized +38.0%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $492 Shares 3,485 Est. Cost $120.27 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $490 Shares 5,432 Est. Cost $54.84 Unrealized +41.9%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $480 Shares 2,570 Est. Cost $73.70 Unrealized +152.5%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $473 Shares 2,955 Est. Cost $125.42 Unrealized
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $443 Shares 1,388 Est. Cost $182.08 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $440 Shares 2,025 Est. Cost $124.94 Unrealized +41.4%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $435 Shares 6,726 Est. Cost $59.01 Unrealized -9.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $425 Shares 932 Est. Cost $324.19 Unrealized +45.3%
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $413 Shares 560 Est. Cost $136.26 Unrealized +67.4%
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $411 Shares 1,826 Est. Cost $148.37 Unrealized +33.9%
DOC HEALTHPEAK PROPERTIES INC COM 0.2%
Value ($000) $409 Shares 12,873 Est. Cost $24.99 Unrealized -6.1%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $408 Shares 5,899 Est. Cost $63.41 Unrealized
IAC INTERACTIVECORP NEW COM 0.2%
Value ($000) $406 Shares 1,875 Est. Cost $120.00 Unrealized
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $394 Shares 5,320 Est. Cost $48.68 Unrealized +19.4%
CMI CUMMINS INC COM 0.2%
Value ($000) $389 Shares 1,500 Est. Cost $127.05 Unrealized +74.7%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $386 Shares 1,372 Est. Cost $61.55 Unrealized +290.2%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.2%
Value ($000) $366 Shares 9,338 Est. Cost $40.80 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.2%
Value ($000) $360 Shares 4,104 Est. Cost $106.97 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $356 Shares 2,094 Est. Cost $83.14 Unrealized +58.8%
KR KROGER CO COM 0.2%
Value ($000) $347 Shares 9,635 Est. Cost $24.20 Unrealized +27.3%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.2%
Value ($000) $336 Shares 3,292 Est. Cost $89.81 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $331 Shares 2,200 Est. Cost $86.36 Unrealized +50.6%
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $329 Shares 5,885 Est. Cost $60.32 Unrealized
MOO VANECK VECTORS AGRIBUSINESS ETF 0.2%
Value ($000) $324 Shares 3,698 Est. Cost $64.95 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $305 Shares 3,868 Est. Cost $67.64 Unrealized +0.6%
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $298 Shares 6,405 Est. Cost $32.93 Unrealized +10.1%
PSA PUBLIC STORAGE COM 0.1%
Value ($000) $296 Shares 1,200 Est. Cost $153.14 Unrealized +22.9%
VIACOMCBS INC CL B 0.1%
Value ($000) $266 Shares 5,890 Est. Cost $27.76 Unrealized
RPM RPM INTL INC COM 0.1%
Value ($000) $266 Shares 2,900 Est. Cost $88.17 Unrealized -2.0%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $266 Shares 2,584 Est. Cost $67.52 Unrealized +25.6%
UBS AG FI ENHANCED GLOBAL HIGH YIELD ETN 0.1%
Value ($000) $264 Shares 1,277 Est. Cost $183.24 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $263 Shares 2,055 Est. Cost $141.86 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $262 Shares 976 Est. Cost $180.19 Unrealized +27.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $261 Shares 1,374 Est. Cost $156.97 Unrealized 0.0%
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.1%
Value ($000) $259 Shares 2,790 Est. Cost $77.06 Unrealized
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $258 Shares 5,221 Est. Cost $50.87 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value ($000) $258 Shares 1,500 Est. Cost $152.66 Unrealized 0.0%
ECL ECOLAB INC COM 0.1%
Value ($000) $257 Shares 1,198 Est. Cost $201.55 Unrealized 0.0%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $250 Shares 4,532 Est. Cost $48.13 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.1%
Value ($000) $242 Shares 2,393 Est. Cost $94.20 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $228 Shares 3,483 Est. Cost $65.46 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $219 Shares 460 Est. Cost $370.53 Unrealized +26.2%
GGG GRACO INC COM 0.1%
Value ($000) $215 Shares 3,000 Est. Cost $62.71 Unrealized +6.4%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $214 Shares 2,120 Est. Cost $100.94 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $213 Shares 2,213 Est. Cost $26.81 Unrealized +6.6%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $212 Shares 5,651 Est. Cost $28.18 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $212 Shares 5,437 Est. Cost $31.62 Unrealized 0.0%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.1%
Value ($000) $210 Shares 4,298 Est. Cost $48.86 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $208 Shares 5,827 Est. Cost $40.00 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $208 Shares 1,758 Est. Cost $81.79 Unrealized +24.3%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $207 Shares 1,350 Est. Cost $133.05 Unrealized +2.2%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $204 Shares 631 Est. Cost $278.19 Unrealized 0.0%
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $203 Shares 5,710 Est. Cost $35.55 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $202 Shares 2,694 Est. Cost $74.98 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $196 Shares 11,778 Est. Cost $9.94 Unrealized +16.4%
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $60 Shares 10,000 Est. Cost $1.80 Unrealized
CONFORMIS INC COM 0.0%
Value ($000) $23 Shares 23,314 Est. Cost $0.75 Unrealized