Theory Financial LLC
CIK Number: 0001899158
239.11M
Market Value
74
# of Holdings
5 months
Avg. Holding Period
29.87%
Win Rate
2.70%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab U.S. Aggregat... | 23.20 | +0.19% | 1.33M | +6.16% | 30.12M | 23.34 | 12.60% |
| 2 | VFH | Vanguard Financials ... | 116.78 | +1.01% | 137.72K | -2.43% | 16.26M | 97.65 | 6.80% |
| 3 | XLC | Communication Servic... | 95.37 | +0.69% | 123.55K | -5.63% | 11.96M | 84.21 | 5.00% |
| 4 | XLY | Consumer Discretiona... | 199.04 | +0.69% | 52.12K | +100.00% | 11.69M | 224.35 | 4.89% |
| 5 | QUAL | iShares MSCI USA Qua... | 168.88 | +0.60% | 56.55K | +2.02% | 10.07M | 145.32 | 4.21% |
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