Trek Financial, LLC
CIK Number: 0001768195
1.34B
Market Value
349
# of Holdings
7 months
Avg. Holding Period
31.88%
Win Rate
7.39%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Technology Sele... | 221.51 | +1.38% | 314.15K | +0.61% | 73.05M | 146.39 | 5.45% | |
| 2 | Vanguard 500 In... | 536.20 | +1.08% | 69.81K | +8.16% | 37.61M | 386.79 | 2.81% | |
| 3 | Vanguard Growth... | 399.05 | +1.42% | 80.82K | +11.96% | 33.17M | 284.32 | 2.48% | |
| 4 | Financial Selec... | 50.26 | +0.68% | 666.3K | +2.32% | 32.2M | 36.21 | 2.40% | |
| 5 | Consumer Discre... | 211.28 | +1.46% | 143.02K | +20.30% | 32.09M | 175.36 | 2.40% |
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