Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 14, 2021

Total Value ($000): $230,084 (100.0% shares, 0.0% debt)

Holdings (180)

AAPL APPLE INC COM 4.9%
Value ($000) $11,263 Shares 79,595 Est. Cost $86.88 Unrealized +65.6%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 3.0%
Value ($000) $6,810 Shares 30,666 Est. Cost $144.92 Unrealized
MSFT MICROSOFT CORP COM 2.9%
Value ($000) $6,570 Shares 23,303 Est. Cost $60.25 Unrealized +366.0%
JNJ JOHNSON & JOHNSON COM 2.3%
Value ($000) $5,218 Shares 32,310 Est. Cost $73.76 Unrealized +103.7%
PG PROCTER AND GAMBLE CO COM 2.2%
Value ($000) $5,089 Shares 36,405 Est. Cost $64.98 Unrealized +95.9%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2.0%
Value ($000) $4,617 Shares 41,196 Est. Cost $106.63 Unrealized
JPM JPMORGAN CHASE & CO COM 1.9%
Value ($000) $4,366 Shares 26,670 Est. Cost $66.31 Unrealized +111.6%
AMZN AMAZON COM INC COM 1.8%
Value ($000) $4,231 Shares 1,288 Est. Cost $63.15 Unrealized +173.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 1.8%
Value ($000) $4,057 Shares 25,322 Est. Cost $108.63 Unrealized
NVDA NVIDIA CORPORATION COM 1.8%
Value ($000) $4,046 Shares 19,532 Est. Cost $16.77 Unrealized +23.6%
IVW ISHARES S&P 500 GROWTH ETF 1.7%
Value ($000) $3,872 Shares 52,381 Est. Cost $76.24 Unrealized
PEP PEPSICO INC COM 1.6%
Value ($000) $3,640 Shares 24,203 Est. Cost $70.49 Unrealized +91.5%
ABBV ABBVIE INC COM 1.5%
Value ($000) $3,556 Shares 32,965 Est. Cost $54.17 Unrealized +79.5%
HUM HUMANA INC COM 1.5%
Value ($000) $3,514 Shares 9,028 Est. Cost $235.35 Unrealized +72.8%
DIS DISNEY WALT CO COM 1.5%
Value ($000) $3,453 Shares 20,411 Est. Cost $92.41 Unrealized +88.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.4%
Value ($000) $3,164 Shares 11,547 Est. Cost $89.60 Unrealized
VTV VANGUARD VALUE INDEX FUND 1.4%
Value ($000) $3,154 Shares 23,296 Est. Cost $82.32 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.4%
Value ($000) $3,113 Shares 27,486 Est. Cost $79.72 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.3%
Value ($000) $3,087 Shares 10,514 Est. Cost $166.16 Unrealized
HD HOME DEPOT INC COM 1.3%
Value ($000) $2,974 Shares 9,060 Est. Cost $127.81 Unrealized +130.4%
CVX CHEVRON CORP NEW COM 1.3%
Value ($000) $2,923 Shares 28,810 Est. Cost $67.32 Unrealized +23.8%
PFE PFIZER INC COM 1.2%
Value ($000) $2,849 Shares 66,249 Est. Cost $22.24 Unrealized +60.4%
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $2,665 Shares 45,313 Est. Cost $52.72 Unrealized -8.1%
ABT ABBOTT LABS COM 1.1%
Value ($000) $2,565 Shares 21,710 Est. Cost $40.39 Unrealized +181.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.1%
Value ($000) $2,528 Shares 28,553 Est. Cost $55.60 Unrealized
BF/B BROWN FORMAN CORP CL B 1.1%
Value ($000) $2,524 Shares 37,660 Est. Cost $44.27 Unrealized +45.9%
INTC INTEL CORP COM 1.1%
Value ($000) $2,503 Shares 46,979 Est. Cost $28.49 Unrealized +74.8%
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $2,336 Shares 5,421 Est. Cost $267.97 Unrealized
EFA ISHARES MSCI EAFE ETF 1.0%
Value ($000) $2,305 Shares 29,544 Est. Cost $66.66 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $2,298 Shares 862 Est. Cost $53.59 Unrealized +155.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 1.0%
Value ($000) $2,269 Shares 14,499 Est. Cost $102.27 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 1.0%
Value ($000) $2,190 Shares 34,315 Est. Cost $41.53 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.9%
Value ($000) $2,027 Shares 14,521 Est. Cost $85.96 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.8%
Value ($000) $1,943 Shares 24,535 Est. Cost $93.47 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.8%
Value ($000) $1,938 Shares 38,464 Est. Cost $43.41 Unrealized
COST COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $1,852 Shares 4,122 Est. Cost $156.03 Unrealized +168.0%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $1,767 Shares 7,330 Est. Cost $96.45 Unrealized +123.8%
RWR SPDR DOW JONES REIT ETF 0.8%
Value ($000) $1,764 Shares 16,727 Est. Cost $90.63 Unrealized
TGT TARGET CORP COM 0.8%
Value ($000) $1,735 Shares 7,584 Est. Cost $65.44 Unrealized +236.0%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.8%
Value ($000) $1,733 Shares 14,610 Est. Cost $56.65 Unrealized
META FACEBOOK INC CL A 0.8%
Value ($000) $1,726 Shares 5,085 Est. Cost $154.89 Unrealized +130.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.7%
Value ($000) $1,713 Shares 8,566 Est. Cost $50.78 Unrealized +269.7%
CRM SALESFORCE COM INC COM 0.7%
Value ($000) $1,687 Shares 6,220 Est. Cost $151.17 Unrealized +66.0%
T AT&T INC COM 0.7%
Value ($000) $1,683 Shares 62,328 Est. Cost $14.92 Unrealized +7.7%
TJX TJX COS INC NEW COM 0.7%
Value ($000) $1,675 Shares 25,393 Est. Cost $34.36 Unrealized +90.5%
WALGREENS BOOTS ALLIANCE INC COM 0.7%
Value ($000) $1,649 Shares 35,044 Est. Cost $63.81 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.7%
Value ($000) $1,608 Shares 38,425 Est. Cost $33.97 Unrealized
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $1,398 Shares 20,639 Est. Cost $54.90 Unrealized
NFLX NETFLIX INC COM 0.6%
Value ($000) $1,395 Shares 2,285 Est. Cost $37.32 Unrealized +47.5%
CAT CATERPILLAR INC COM 0.6%
Value ($000) $1,377 Shares 7,173 Est. Cost $84.09 Unrealized +128.4%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $1,372 Shares 513 Est. Cost $48.44 Unrealized +178.8%
KO COCA COLA CO COM 0.6%
Value ($000) $1,338 Shares 25,494 Est. Cost $31.85 Unrealized +53.2%
BAC BK OF AMERICA CORP COM 0.6%
Value ($000) $1,318 Shares 31,052 Est. Cost $21.74 Unrealized +66.0%
MMM 3M CO COM 0.6%
Value ($000) $1,313 Shares 7,483 Est. Cost $105.55 Unrealized +30.1%
MRK MERCK & CO INC COM 0.6%
Value ($000) $1,309 Shares 17,424 Est. Cost $49.43 Unrealized +33.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $1,299 Shares 4,758 Est. Cost $136.14 Unrealized +106.3%
TIP ISHARES TIPS BOND ETF 0.6%
Value ($000) $1,289 Shares 10,092 Est. Cost $116.15 Unrealized
BF/A BROWN FORMAN CORP CL A 0.6%
Value ($000) $1,275 Shares 20,351 Est. Cost $26.87 Unrealized +126.4%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,253 Shares 22,403 Est. Cost $29.34 Unrealized +75.2%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.5%
Value ($000) $1,238 Shares 14,399 Est. Cost $61.40 Unrealized +26.1%
BP BP PLC SPONSORED ADR 0.5%
Value ($000) $1,215 Shares 44,467 Est. Cost $35.35 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $1,213 Shares 6,199 Est. Cost $57.53 Unrealized +179.5%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.5%
Value ($000) $1,188 Shares 14,490 Est. Cost $85.83 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $1,185 Shares 5,320 Est. Cost $158.54 Unrealized +43.2%
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $1,166 Shares 21,585 Est. Cost $33.99 Unrealized +24.5%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,160 Shares 10,065 Est. Cost $107.57 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value ($000) $1,145 Shares 19,343 Est. Cost $41.41 Unrealized +32.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $1,098 Shares 11,251 Est. Cost $56.83 Unrealized +53.5%
IWR ISHARES RUSSELL MID-CAP ETF 0.5%
Value ($000) $1,082 Shares 13,826 Est. Cost $82.47 Unrealized
PZZA PAPA JOHNS INTL INC COM 0.5%
Value ($000) $1,074 Shares 8,454 Est. Cost $60.70 Unrealized +73.9%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,036 Shares 19,034 Est. Cost $28.24 Unrealized +74.3%
ORCL ORACLE CORP COM 0.4%
Value ($000) $1,002 Shares 11,499 Est. Cost $39.76 Unrealized +109.6%
WMT WALMART INC COM 0.4%
Value ($000) $1,000 Shares 7,176 Est. Cost $28.32 Unrealized +60.6%
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $950 Shares 2,214 Est. Cost $317.58 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $944 Shares 12,028 Est. Cost $55.31 Unrealized +29.9%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.4%
Value ($000) $938 Shares 15,393 Est. Cost $53.26 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.4%
Value ($000) $930 Shares 17,420 Est. Cost $42.72 Unrealized
DG DOLLAR GEN CORP NEW COM 0.4%
Value ($000) $912 Shares 4,299 Est. Cost $151.11 Unrealized +39.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $911 Shares 6,556 Est. Cost $110.01 Unrealized +1.9%
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $904 Shares 7,023 Est. Cost $35.61 Unrealized +266.8%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.4%
Value ($000) $898 Shares 10,302 Est. Cost $92.38 Unrealized
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $869 Shares 9,166 Est. Cost $57.99 Unrealized +39.8%
WAT WATERS CORP COM 0.4%
Value ($000) $839 Shares 2,349 Est. Cost $99.58 Unrealized +293.4%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $838 Shares 9,873 Est. Cost $55.01 Unrealized +31.9%
CREDIT SUISSE FI LARGE CAP GROWTH ENHANCED ETN 0.4%
Value ($000) $829 Shares 1,179 Est. Cost $357.08 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.4%
Value ($000) $810 Shares 7,865 Est. Cost $62.95 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.4%
Value ($000) $806 Shares 11,846 Est. Cost $34.14 Unrealized +94.0%
BLACKROCK INC COM 0.3%
Value ($000) $802 Shares 956 Est. Cost $486.05 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $801 Shares 2,049 Est. Cost $254.61 Unrealized +51.2%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $793 Shares 3,838 Est. Cost $73.87 Unrealized +174.7%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $782 Shares 7,093 Est. Cost $38.28 Unrealized +176.1%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.3%
Value ($000) $770 Shares 4,387 Est. Cost $119.29 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $766 Shares 5,937 Est. Cost $49.54 Unrealized +160.1%
COHEN & STEERS INFRASTRUCTURE COM 0.3%
Value ($000) $741 Shares 27,330 Est. Cost $27.82 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.3%
Value ($000) $729 Shares 22,257 Est. Cost $33.48 Unrealized
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $729 Shares 4,352 Est. Cost $78.69 Unrealized +101.1%
UNP UNION PAC CORP COM 0.3%
Value ($000) $727 Shares 3,709 Est. Cost $82.29 Unrealized +137.3%
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $723 Shares 2,080 Est. Cost $168.03 Unrealized +111.1%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $720 Shares 10,302 Est. Cost $58.13 Unrealized +2.2%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $720 Shares 6,363 Est. Cost $60.72 Unrealized +88.0%
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $697 Shares 3,306 Est. Cost $119.27 Unrealized +70.0%
DOV DOVER CORP COM 0.3%
Value ($000) $689 Shares 4,430 Est. Cost $45.15 Unrealized +246.9%
SO SOUTHERN CO COM 0.3%
Value ($000) $665 Shares 10,724 Est. Cost $33.94 Unrealized +61.2%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $657 Shares 2,157 Est. Cost $158.92 Unrealized +67.9%
BA BOEING CO COM 0.3%
Value ($000) $656 Shares 2,982 Est. Cost $204.54 Unrealized +9.0%
MTCH MATCH GROUP INC NEW COM 0.3%
Value ($000) $635 Shares 4,047 Est. Cost $103.47 Unrealized +43.8%
TSLA TESLA INC COM 0.3%
Value ($000) $620 Shares 800 Est. Cost $178.01 Unrealized +32.2%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.3%
Value ($000) $620 Shares 11,602 Est. Cost $18.62 Unrealized +142.4%
GLD SPDR GOLD SHARES 0.3%
Value ($000) $615 Shares 3,748 Est. Cost $133.88 Unrealized
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $609 Shares 10,245 Est. Cost $28.11 Unrealized +66.0%
CHDN CHURCHILL DOWNS INC COM 0.3%
Value ($000) $595 Shares 2,479 Est. Cost $54.00 Unrealized +85.2%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $594 Shares 2,570 Est. Cost $73.70 Unrealized +221.1%
VIACOMCBS INC CL B 0.3%
Value ($000) $592 Shares 14,977 Est. Cost $36.90 Unrealized
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $590 Shares 1,647 Est. Cost $209.26 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $585 Shares 2,422 Est. Cost $211.81 Unrealized
IDXX IDEXX LABS INC COM 0.3%
Value ($000) $583 Shares 937 Est. Cost $137.84 Unrealized +387.5%
SYBT STOCK YDS BANCORP INC COM 0.2%
Value ($000) $572 Shares 9,761 Est. Cost $34.74 Unrealized +47.3%
KR KROGER CO COM 0.2%
Value ($000) $570 Shares 14,098 Est. Cost $27.34 Unrealized +39.9%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $568 Shares 2,598 Est. Cost $199.93 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $568 Shares 2,030 Est. Cost $228.63 Unrealized +23.1%
F FORD MTR CO DEL COM 0.2%
Value ($000) $548 Shares 38,724 Est. Cost $5.87 Unrealized +75.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $539 Shares 6,546 Est. Cost $79.48 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $532 Shares 932 Est. Cost $324.19 Unrealized +67.3%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $523 Shares 11,499 Est. Cost $31.51 Unrealized +7.9%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $518 Shares 5,495 Est. Cost $54.84 Unrealized +66.3%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $511 Shares 3,510 Est. Cost $120.81 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.2%
Value ($000) $464 Shares 13,851 Est. Cost $25.10 Unrealized +11.0%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $451 Shares 2,123 Est. Cost $128.16 Unrealized +51.8%
IYW ISHARES U.S. TECHNOLOGY ETF 0.2%
Value ($000) $416 Shares 4,106 Est. Cost $106.97 Unrealized
ARKK ARK INNOVATION ETF 0.2%
Value ($000) $411 Shares 3,722 Est. Cost $130.84 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $408 Shares 5,548 Est. Cost $63.56 Unrealized
C CITIGROUP INC COM NEW 0.2%
Value ($000) $388 Shares 5,528 Est. Cost $59.69 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $386 Shares 5,323 Est. Cost $48.68 Unrealized +30.6%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $382 Shares 2,096 Est. Cost $83.14 Unrealized +95.7%
RPM RPM INTL INC COM 0.2%
Value ($000) $357 Shares 4,600 Est. Cost $88.40 Unrealized -4.7%
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $357 Shares 1,200 Est. Cost $153.14 Unrealized +68.0%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.2%
Value ($000) $351 Shares 3,403 Est. Cost $90.39 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $346 Shares 1,350 Est. Cost $61.55 Unrealized +301.3%
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $339 Shares 3,714 Est. Cost $64.95 Unrealized
CMI CUMMINS INC COM 0.1%
Value ($000) $337 Shares 1,500 Est. Cost $127.05 Unrealized +65.6%
SYY SYSCO CORP COM 0.1%
Value ($000) $304 Shares 3,868 Est. Cost $67.64 Unrealized +0.2%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $300 Shares 5,526 Est. Cost $60.32 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $300 Shares 2,100 Est. Cost $86.36 Unrealized +69.9%
LOW LOWES COS INC COM 0.1%
Value ($000) $279 Shares 1,374 Est. Cost $156.97 Unrealized +16.9%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.1%
Value ($000) $275 Shares 2,600 Est. Cost $95.16 Unrealized
UBS AG FI ENHANCED GLOBAL HIGH YIELD ETN 0.1%
Value ($000) $273 Shares 1,277 Est. Cost $183.24 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $272 Shares 2,385 Est. Cost $67.52 Unrealized +57.2%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $271 Shares 4,400 Est. Cost $64.89 Unrealized
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $268 Shares 6,405 Est. Cost $32.93 Unrealized +5.1%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $265 Shares 460 Est. Cost $370.53 Unrealized +69.9%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $262 Shares 2,013 Est. Cost $141.86 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $256 Shares 4,578 Est. Cost $48.31 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $252 Shares 5,437 Est. Cost $31.62 Unrealized +31.5%
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value ($000) $246 Shares 1,500 Est. Cost $152.66 Unrealized +0.4%
IAC IAC INTERACTIVECORP NEW COM NEW 0.1%
Value ($000) $244 Shares 1,875 Est. Cost $129.53 Unrealized -14.9%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $242 Shares 396 Est. Cost $35.93 Unrealized +11.4%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $241 Shares 11,150 Est. Cost $21.61 Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $240 Shares 5,651 Est. Cost $28.18 Unrealized +14.6%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $240 Shares 667 Est. Cost $281.50 Unrealized +19.5%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.1%
Value ($000) $238 Shares 4,428 Est. Cost $48.95 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.1%
Value ($000) $237 Shares 2,790 Est. Cost $77.06 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $234 Shares 976 Est. Cost $180.19 Unrealized +29.6%
ARKG ARK GENOMIC REVOLUTION ETF 0.1%
Value ($000) $226 Shares 3,030 Est. Cost $92.41 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $225 Shares 1,350 Est. Cost $133.05 Unrealized +18.7%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $224 Shares 301 Est. Cost $691.03 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $224 Shares 1,833 Est. Cost $108.09 Unrealized +8.1%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $223 Shares 5,827 Est. Cost $40.00 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $222 Shares 2,694 Est. Cost $74.98 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $221 Shares 5,961 Est. Cost $35.64 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $220 Shares 2,137 Est. Cost $80.82 Unrealized +26.5%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $218 Shares 2,164 Est. Cost $101.14 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $215 Shares 1,718 Est. Cost $81.79 Unrealized +38.7%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $213 Shares 4,789 Est. Cost $40.80 Unrealized
GGG GRACO INC COM 0.1%
Value ($000) $210 Shares 3,000 Est. Cost $62.71 Unrealized +15.5%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $209 Shares 804 Est. Cost $283.07 Unrealized 0.0%
ECL ECOLAB INC COM 0.1%
Value ($000) $204 Shares 978 Est. Cost $201.55 Unrealized +3.5%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $198 Shares 11,805 Est. Cost $9.94 Unrealized +33.5%
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $37 Shares 10,000 Est. Cost $1.80 Unrealized
CONFORMIS INC COM 0.0%
Value ($000) $31 Shares 23,302 Est. Cost $0.75 Unrealized
SURGALIGN HOLDINGS INC COM 0.0%
Value ($000) $13 Shares 12,130 Est. Cost $1.07 Unrealized