ESG Planning DBA Harper Investing has about 61.3% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 61.3 |
Technology | 25.3 |
Consumer Cyclical | 3.6 |
Communication Services | 3.5 |
Healthcare | 2.7 |
Financial Services | 1.8 |
ESG Planning DBA Harper Investing has about 38.3% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 61.3 |
MEGA-CAP | 33.3 |
LARGE-CAP | 5 |
About 37.5% of the stocks held by ESG Planning DBA Harper Investing either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 62.2 |
S&P 500 | 37.5 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
ESG Planning DBA Harper Investing has 49 stocks in it's portfolio. About 64.1% of the portfolio is in top 10 stocks. CRWD proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for ESG Planning DBA Harper Investing last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 4.52 | 29,600 | 6,896,770 | added | 60.97 | ||
AAXJ | ishares tr | 13.29 | 186,567 | 20,266,700 | added | 21.1 | ||
AMAT | applied matls inc | 0.38 | 2,890 | 583,925 | added | 107 | ||
AMZN | amazon com inc | 3.05 | 24,972 | 4,653,030 | added | 33.7 | ||
BERZ | bank montreal medium | 1.14 | 4,230 | 1,732,520 | added | 3.93 | ||
BIL | spdr ser tr | 5.84 | 91,109 | 8,909,540 | added | 19.95 | ||
BIV | vanguard bd index fds | 7.83 | 159,000 | 11,942,500 | added | 24.17 | ||
CCS | century cmntys inc | 0.14 | 2,000 | 205,960 | new | |||
CRWD | crowdstrike hldgs inc | 0.70 | 3,800 | 1,065,790 | added | 27.95 | ||
CSCO | cisco sys inc | 0.38 | 10,830 | 576,373 | new | |||
CWI | spdr index shs fds | 0.85 | 34,436 | 1,297,200 | added | 19.58 | ||
DFAC | dimensional etf trust | 2.52 | 59,175 | 3,838,090 | added | 20.96 | ||
DHR | danaher corporation | 0.43 | 2,345 | 651,775 | added | 27.72 | ||
DMXF | ishares tr | 2.48 | 37,524 | 3,779,440 | added | 3.27 | ||
EQIX | equinix inc | 1.03 | 1,766 | 1,567,800 | added | 19.49 | ||
GLD | spdr gold tr | 1.35 | 8,497 | 2,065,280 | added | 22.4 | ||
GOOG | alphabet inc | 2.28 | 20,999 | 3,482,760 | added | 26.35 | ||
GWRE | guidewire software inc | 0.14 | 1,150 | 210,381 | new | |||
HON | honeywell intl inc | 0.40 | 2,969 | 613,510 | added | 28.25 | ||
IJR | ishares tr | 1.17 | 18,194 | 1,784,830 | added | 18.88 | ||