Theory Financial LLC
CIK Number: 0001899158
226.89M
Market Value
62
# of Holdings
5 months
Avg. Holding Period
75.00%
Win Rate
-4.69%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwab Strategi... | 22.66 | +0.82% | 1.25M | +111.96% | 28.86M | 28.94 | 12.72% | |
| 2 | Vanguard World ... | 121.06 | +2.64% | 141.15K | +36.59% | 15.98M | 97.65 | 7.04% | |
| 3 | Select Sector S... | 97.13 | +1.67% | 130.91K | +2.28% | 12.05M | 84.21 | 5.31% | |
| 4 | Ishares Tr | 179.47 | +1.60% | 55.43K | +23.87% | 9.78M | 144.66 | 4.31% | |
| 5 | Ishares Tr | 91.42 | +1.07% | 98.36K | +2.50% | 9.13M | 92.86 | 4.02% |
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