AUA CAPITAL MANAGEMENT, LLC Diversified Active

CIK: 0001706915 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 24, 2019

Total Value ($000): $124,381 (100.0% shares, 0.0% debt)

Holdings (189)

SPY SPDR S&P 500 ETF TR 28.3%
Value ($000) $35,242 Shares 118,752 Est. Cost $230.79 Unrealized
EFA ISHARES TR 9.0%
Value ($000) $11,238 Shares 172,328 Est. Cost $61.04 Unrealized
MUB ISHARES TR 5.2%
Value ($000) $6,485 Shares 56,835 Est. Cost $109.50 Unrealized
SHM SPDR SERIES TRUST 5.0%
Value ($000) $6,222 Shares 127,004 Est. Cost $47.88 Unrealized
SHY ISHARES TR 4.3%
Value ($000) $5,320 Shares 62,716 Est. Cost $84.18 Unrealized
BSV VANGUARD BD INDEX FD INC 2.9%
Value ($000) $3,573 Shares 44,218 Est. Cost $78.81 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.4%
Value ($000) $3,037 Shares 37,468 Est. Cost $79.73 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 2.3%
Value ($000) $2,821 Shares 68,659 Est. Cost $36.57 Unrealized
IEI ISHARES TR 2.1%
Value ($000) $2,552 Shares 20,124 Est. Cost $123.35 Unrealized
IWM ISHARES TR 1.9%
Value ($000) $2,353 Shares 15,545 Est. Cost $151.67 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $2,083 Shares 1,200 Est. Cost $47.41 Unrealized +95.6%
GLD SPDR GOLD TRUST 1.6%
Value ($000) $1,946 Shares 14,012 Est. Cost $110.06 Unrealized
AGG ISHARES TR 1.5%
Value ($000) $1,875 Shares 16,565 Est. Cost $108.93 Unrealized
IJH ISHARES TR 1.5%
Value ($000) $1,827 Shares 9,455 Est. Cost $168.61 Unrealized
IJR ISHARES TR 1.4%
Value ($000) $1,746 Shares 22,426 Est. Cost $108.26 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $1,604 Shares 17,585 Est. Cost $86.36 Unrealized
VTV VANGUARD INDEX FDS 1.2%
Value ($000) $1,538 Shares 13,781 Est. Cost $110.38 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $1,414 Shares 6,310 Est. Cost $31.88 Unrealized +57.5%
XLK SELECT SECTOR SPDR TR 1.1%
Value ($000) $1,316 Shares 16,342 Est. Cost $65.63 Unrealized
IYH ISHARES TR 1.0%
Value ($000) $1,198 Shares 6,335 Est. Cost $202.88 Unrealized
HYG ISHARES TR 1.0%
Value ($000) $1,192 Shares 13,669 Est. Cost $86.66 Unrealized
VXF VANGUARD INDEX FDS 0.9%
Value ($000) $1,170 Shares 10,058 Est. Cost $101.59 Unrealized
BND VANGUARD BD INDEX FD INC 0.9%
Value ($000) $1,115 Shares 13,208 Est. Cost $80.80 Unrealized
MA MASTERCARD INC 0.8%
Value ($000) $937 Shares 3,450 Est. Cost $113.06 Unrealized +135.4%
HD HOME DEPOT INC 0.6%
Value ($000) $704 Shares 3,034 Est. Cost $110.99 Unrealized +68.6%
EEM ISHARES TR 0.5%
Value ($000) $673 Shares 16,473 Est. Cost $40.07 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $634 Shares 520 Est. Cost $42.29 Unrealized +38.9%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $576 Shares 2,779 Est. Cost $173.63 Unrealized +3.4%
SYK STRYKER CORP 0.4%
Value ($000) $558 Shares 2,580 Est. Cost $103.92 Unrealized +92.7%
MSFT MICROSOFT CORP 0.4%
Value ($000) $514 Shares 3,700 Est. Cost $60.74 Unrealized +113.9%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $509 Shares 12,500 Est. Cost $25.16 Unrealized +68.4%
CSCO CISCO SYS INC 0.4%
Value ($000) $481 Shares 9,728 Est. Cost $23.10 Unrealized +85.2%
VYM VANGUARD WHITEHALL FDS INC 0.4%
Value ($000) $475 Shares 5,351 Est. Cost $75.73 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $467 Shares 4,500 Est. Cost $47.25 Unrealized +132.6%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $454 Shares 7,520 Est. Cost $30.07 Unrealized +34.5%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $450 Shares 3,825 Est. Cost $65.81 Unrealized +44.5%
TSQ TOWNSQUARE MEDIA INC 0.3%
Value ($000) $430 Shares 61,215 Est. Cost $6.41 Unrealized -5.5%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $425 Shares 3,280 Est. Cost $97.25 Unrealized +13.1%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $414 Shares 2,080 Est. Cost $80.08 Unrealized +119.9%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $396 Shares 7,852 Est. Cost $40.63 Unrealized -2.1%
PEP PEPSICO INC 0.3%
Value ($000) $396 Shares 2,893 Est. Cost $83.23 Unrealized +31.4%
ECL ECOLAB INC 0.3%
Value ($000) $383 Shares 1,935 Est. Cost $114.71 Unrealized +63.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $379 Shares 1,825 Est. Cost $162.62 Unrealized +26.7%
META FACEBOOK INC 0.3%
Value ($000) $376 Shares 2,110 Est. Cost $139.05 Unrealized +35.7%
DIS DISNEY WALT CO 0.3%
Value ($000) $367 Shares 2,817 Est. Cost $95.95 Unrealized +39.9%
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $361 Shares 4,241 Est. Cost $44.97 Unrealized +38.9%
BB&T CORP 0.3%
Value ($000) $356 Shares 6,680 Est. Cost $45.94 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $355 Shares 3,000 Est. Cost $68.12 Unrealized +65.3%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $343 Shares 1,783 Est. Cost $103.19 Unrealized +71.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $343 Shares 2,025 Est. Cost $93.48 Unrealized +49.0%
GOOGL ALPHABET INC 0.3%
Value ($000) $335 Shares 274 Est. Cost $42.58 Unrealized +38.0%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $326 Shares 1,290 Est. Cost $163.60 Unrealized +36.6%
DHR DANAHER CORPORATION 0.2%
Value ($000) $304 Shares 2,100 Est. Cost $71.58 Unrealized +70.1%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $299 Shares 2,400 Est. Cost $69.00 Unrealized +46.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $293 Shares 750 Est. Cost $216.62 Unrealized +46.1%
SYY SYSCO CORP 0.2%
Value ($000) $289 Shares 3,637 Est. Cost $40.96 Unrealized +50.8%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $280 Shares 2,050 Est. Cost $122.61 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $271 Shares 5,250 Est. Cost $29.57 Unrealized +45.5%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $269 Shares 2,890 Est. Cost $82.71 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $267 Shares 2,450 Est. Cost $92.65 Unrealized -0.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $262 Shares 3,722 Est. Cost $56.17 Unrealized -4.3%
PFE PFIZER INC 0.2%
Value ($000) $262 Shares 7,300 Est. Cost $21.17 Unrealized +27.6%
CERNER CORP 0.2%
Value ($000) $254 Shares 3,720 Est. Cost $66.40 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $241 Shares 2,900 Est. Cost $62.05 Unrealized +16.2%
USB US BANCORP DEL 0.2%
Value ($000) $236 Shares 4,257 Est. Cost $35.48 Unrealized +15.9%
TJX TJX COS INC NEW 0.2%
Value ($000) $234 Shares 4,200 Est. Cost $39.60 Unrealized +26.5%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $232 Shares 3,775 Est. Cost $53.98 Unrealized
V VISA INC 0.2%
Value ($000) $230 Shares 1,340 Est. Cost $75.44 Unrealized +125.8%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $229 Shares 1,421 Est. Cost $81.24 Unrealized +77.2%
ABBV ABBVIE INC 0.2%
Value ($000) $228 Shares 3,011 Est. Cost $45.65 Unrealized +15.2%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $216 Shares 750 Est. Cost $150.98 Unrealized +69.8%
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $209 Shares 3,160 Est. Cost $75.69 Unrealized
EOG EOG RES INC 0.2%
Value ($000) $204 Shares 2,746 Est. Cost $69.79 Unrealized -11.9%
CB CHUBB LIMITED 0.2%
Value ($000) $202 Shares 1,252 Est. Cost $117.75 Unrealized +18.3%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $199 Shares 1,087 Est. Cost $134.10 Unrealized +19.6%
SBUX STARBUCKS CORP 0.2%
Value ($000) $199 Shares 2,251 Est. Cost $47.05 Unrealized +71.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $194 Shares 4,750 Est. Cost $39.29 Unrealized -29.8%
WMT WALMART INC 0.2%
Value ($000) $192 Shares 1,625 Est. Cost $23.67 Unrealized +45.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $190 Shares 226 Est. Cost $7.89 Unrealized +102.1%
AMGN AMGEN INC 0.2%
Value ($000) $189 Shares 975 Est. Cost $125.84 Unrealized +25.6%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $189 Shares 2,525 Est. Cost $60.99 Unrealized
CELGENE CORP 0.2%
Value ($000) $187 Shares 1,884 Est. Cost $124.80 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $185 Shares 3,340 Est. Cost $36.30 Unrealized +28.6%
IEFA ISHARES TR 0.1%
Value ($000) $183 Shares 3,000 Est. Cost $66.00 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $180 Shares 1,420 Est. Cost $92.68 Unrealized +19.9%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $180 Shares 1,500 Est. Cost $78.25 Unrealized +13.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $175 Shares 815 Est. Cost $117.92 Unrealized +56.7%
MRK MERCK & CO INC 0.1%
Value ($000) $171 Shares 2,030 Est. Cost $44.08 Unrealized +48.5%
CVS CVS HEALTH CORP 0.1%
Value ($000) $167 Shares 2,646 Est. Cost $60.97 Unrealized -20.7%
KO COCA COLA CO 0.1%
Value ($000) $163 Shares 3,000 Est. Cost $33.51 Unrealized +31.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $129 Shares 1,760 Est. Cost $55.37 Unrealized +12.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $129 Shares 4,596 Est. Cost $23.82 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $124 Shares 2,437 Est. Cost $39.87 Unrealized -7.8%
GWW GRAINGER W W INC 0.1%
Value ($000) $122 Shares 411 Est. Cost $170.11 Unrealized +50.9%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $120 Shares 539 Est. Cost $114.88 Unrealized +67.6%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $119 Shares 750 Est. Cost $174.79 Unrealized -17.9%
IBB ISHARES TR 0.1%
Value ($000) $119 Shares 1,200 Est. Cost $163.92 Unrealized
DKL DELEK LOGISTICS PARTNERS LP 0.1%
Value ($000) $115 Shares 3,664 Est. Cost $28.66 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $106 Shares 3,090 Est. Cost $58.87 Unrealized -47.4%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $99 Shares 670 Est. Cost $88.02 Unrealized +42.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $97 Shares 445 Est. Cost $129.15 Unrealized +68.1%
IYK ISHARES TR 0.1%
Value ($000) $91 Shares 719 Est. Cost $110.66 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $89 Shares 1,243 Est. Cost $27.24 Unrealized -4.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $87 Shares 600 Est. Cost $103.77 Unrealized -1.3%
NKE NIKE INC 0.1%
Value ($000) $86 Shares 920 Est. Cost $47.72 Unrealized +65.1%
BLACKROCK INC 0.1%
Value ($000) $83 Shares 187 Est. Cost $390.49 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $76 Shares 920 Est. Cost $58.75 Unrealized +19.2%
IEMG ISHARES INC 0.1%
Value ($000) $74 Shares 1,500 Est. Cost $58.67 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $73 Shares 675 Est. Cost $63.68 Unrealized +37.5%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $71 Shares 350 Est. Cost $23.72 Unrealized +49.2%
ORCL ORACLE CORP 0.1%
Value ($000) $69 Shares 1,250 Est. Cost $35.55 Unrealized +41.7%
TE CONNECTIVITY LTD 0.1%
Value ($000) $69 Shares 743 Est. Cost $69.17 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $67 Shares 600 Est. Cost $69.21 Unrealized +48.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $65 Shares 500 Est. Cost $59.87 Unrealized +71.8%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $64 Shares 170 Est. Cost $200.65 Unrealized +58.8%
IWR ISHARES TR 0.0%
Value ($000) $62 Shares 1,108 Est. Cost $90.31 Unrealized
DOW DOW INC 0.0%
Value ($000) $60 Shares 1,243 Est. Cost $36.37 Unrealized -10.0%
GLW CORNING INC 0.0%
Value ($000) $58 Shares 2,050 Est. Cost $18.64 Unrealized +34.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $57 Shares 1,250 Est. Cost $30.83 Unrealized +21.7%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $49 Shares 300 Est. Cost $113.06 Unrealized +29.0%
IXUS ISHARES TR 0.0%
Value ($000) $47 Shares 811 Est. Cost $55.12 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $46 Shares 1,250 Est. Cost $21.17 Unrealized +47.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $44 Shares 980 Est. Cost $35.50 Unrealized +4.2%
RAYTHEON CO 0.0%
Value ($000) $43 Shares 220 Est. Cost $140.91 Unrealized
MMM 3M CO 0.0%
Value ($000) $42 Shares 255 Est. Cost $106.20 Unrealized +4.2%
KEY KEYCORP NEW 0.0%
Value ($000) $35 Shares 1,950 Est. Cost $10.71 Unrealized +18.5%
CTVA CORTEVA INC 0.0%
Value ($000) $35 Shares 1,243 Est. Cost $25.02 Unrealized +6.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $34 Shares 450 Est. Cost $61.72 Unrealized -8.1%
T AT&T INC 0.0%
Value ($000) $33 Shares 885 Est. Cost $14.53 Unrealized +17.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $31 Shares 475 Est. Cost $25.72 Unrealized +173.4%
ABBNY ABB LTD 0.0%
Value ($000) $27 Shares 1,350 Est. Cost $26.15 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $26 Shares 1,880 Est. Cost $11.13 Unrealized +14.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $23 Shares 80 Est. Cost $156.10 Unrealized +80.4%
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $23 Shares 700 Est. Cost $27.14 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $22 Shares 241 Est. Cost $43.55 Unrealized +90.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $21 Shares 90 Est. Cost $23.72 Unrealized +95.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $21 Shares 150 Est. Cost $77.14 Unrealized +39.6%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $21 Shares 449 Est. Cost $55.30 Unrealized -31.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $20 Shares 327 Est. Cost $47.45 Unrealized +21.0%
IYR ISHARES TR 0.0%
Value ($000) $19 Shares 201 Est. Cost $74.63 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $19 Shares 79 Est. Cost $136.91 Unrealized +74.1%
CE CELANESE CORP DEL 0.0%
Value ($000) $18 Shares 147 Est. Cost $63.15 Unrealized +58.3%
FXB INVESCO CURNCYSHS BRIT PND S 0.0%
Value ($000) $18 Shares 150 Est. Cost $126.67 Unrealized
DB DEUTSCHE BANK AG 0.0%
Value ($000) $17 Shares 2,225 Est. Cost $12.89 Unrealized -47.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $17 Shares 600 Est. Cost $55.59 Unrealized -61.9%
HAS HASBRO INC 0.0%
Value ($000) $17 Shares 147 Est. Cost $60.50 Unrealized +47.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $15 Shares 391 Est. Cost $30.10 Unrealized +19.6%
UAL UNITED AIRLINES HLDGS INC 0.0%
Value ($000) $15 Shares 175 Est. Cost $63.72 Unrealized +38.7%
BCS BARCLAYS PLC 0.0%
Value ($000) $15 Shares 2,092 Est. Cost $10.89 Unrealized
VERSUM MATLS INC 0.0%
Value ($000) $14 Shares 269 Est. Cost $33.46 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $13 Shares 230 Est. Cost $55.25 Unrealized -18.8%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $13 Shares 181 Est. Cost $66.14 Unrealized +6.9%
WU WESTERN UN CO 0.0%
Value ($000) $13 Shares 551 Est. Cost $21.78 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $13 Shares 310 Est. Cost $29.14 Unrealized +20.2%
PIMCO INCOME OPPORTUNITY FD 0.0%
Value ($000) $13 Shares 500 Est. Cost $24.00 Unrealized
PIMCO DYNMIC CREDIT AND MRT 0.0%
Value ($000) $12 Shares 500 Est. Cost $20.00 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $12 Shares 247 Est. Cost $38.37 Unrealized +6.9%
DOX AMDOCS LTD 0.0%
Value ($000) $12 Shares 181 Est. Cost $49.45 Unrealized +13.7%
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.00 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $10 Shares 100 Est. Cost $52.67 Unrealized +33.9%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $10 Shares 1,500 Est. Cost $36.00 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $10 Shares 90 Est. Cost $59.80 Unrealized +57.2%
NVS NOVARTIS A G 0.0%
Value ($000) $9 Shares 98 Est. Cost $81.63 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $9 Shares 209 Est. Cost $34.30 Unrealized +7.9%
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $9 Shares 214 Est. Cost $30.30 Unrealized +6.5%
ROYAL BK SCOTLAND GROUP PLC 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $5.33 Unrealized
MET METLIFE INC 0.0%
Value ($000) $8 Shares 166 Est. Cost $33.72 Unrealized +14.1%
SAN BANCO SANTANDER SA 0.0%
Value ($000) $7 Shares 1,795 Est. Cost $5.09 Unrealized
CREDIT SUISSE GROUP 0.0%
Value ($000) $6 Shares 500 Est. Cost $14.00 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $6 Shares 200 Est. Cost $22.02 Unrealized +6.1%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 334 Est. Cost $22.16 Unrealized -24.3%
IP INTL PAPER CO 0.0%
Value ($000) $5 Shares 120 Est. Cost $31.25 Unrealized -6.1%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $37.75 Unrealized +74.3%
SOPHIRIS BIO INC 0.0%
Value ($000) $4 Shares 6,100 Est. Cost $1.96 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $10.62 Unrealized -50.1%
GTX GARRETT MOTION INC 0.0%
Value ($000) $2 Shares 202 Est. Cost $13.59 Unrealized -9.6%
VALPQ VALARIS PLC 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
BP BP PLC 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
ALC ALCON INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $57.87 Unrealized +2.2%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $59.17 Unrealized -37.1%
SIG SIGNET JEWELERS LIMITED 0.0%
Value ($000) $1 Shares 80 Est. Cost $72.55 Unrealized -80.4%
MTB M & T BK CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $104.02 Unrealized +23.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $0 Shares 49 Est. Cost $27.97 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $0 Shares 4 Est. Cost $46.74 Unrealized +21.6%
LEN/B LENNAR CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $42.81 Unrealized -19.6%
EATON VANCE CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 4 Est. Cost $55.66 Unrealized +107.4%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.50 Unrealized -54.9%
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $8.84 Unrealized +31.5%