KF
| |
Kabarec Financial Advisors, Ltd.13F | |
| Kabarec Financial Advisors, Ltd. | |
| Last update 2018-08-09 | 66 Stocks (7 new) |
| Value $118.00 Mil | Turnover 1 % |
Kabarec Financial Advisors, Lt... Top Holdings of 2018-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWO | iShares Russell 2000 Growth ETF | 52,063 | 10,638.0 | -10.91% | 9.000 | -0.90% | 0.130 | +21.69% | +1.98% | 11,944.7 | ||
IGM | iShares Expanded Tech Sector ETF | 324,156 | 10,421.0 | -14.83% | 8.820 | -1.25% | 0.530 | +34.64% | +12.20% | 6,853.6 | ||
SCHD | Schwab US Dividend Equity ETF | 194,055 | 9,565.0 | -9.93% | 8.090 | -0.78% | 0.040 | +7.34% | +0.77% | 70,469.5 | ||
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 84,130 | 9,195.0 | -13.34% | 7.780 | -0.97% | 0.080 | +20.09% | -0.49% | 22,739.8 | ||
XLV | Health Care Select Sector SPDR | 95,063 | 7,934.0 | -13.01% | 6.710 | -0.86% | 0.030 | -2.23% | -3.34% | 33,140.0 | ||
ITA |
iShares U.S. Aerospace & Defense ETF
iShares U.S. Aerospace & Defense ETF
| 77,282 | 7,437.0 | -11.39% | 6.290 | -0.73% | 0.100 | +31.26% | +35.27% | 8,775.9 | ||
FGD |
First Trust Dow Jones Global Select Dividend Index Fund
First Trust Dow Jones Global Select Dividend Index Fund
| 290,324 | 7,180.0 | -10.73% | 6.080 | -0.66% | 1.090 | +18.27% | +28.46% | 827.0 | ||
IAT | iShares U.S. Regional Banks ETF | 140,670 | 6,915.0 | -11.84% | 5.850 | -0.70% | 0.860 | +26.01% | +4.83% | 616.9 | ||
AAPL | Apple Inc | 133,932 | 6,198.0 | -7.65% | 5.240 | -0.34% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
XLP | Consumer Staples Select Sector SPDR | 107,044 | 5,516.0 | -10.60% | 4.670 | -0.49% | 0.050 | -0.52% | +4.16% | 16,159.5 |
Kabarec Financial Advisors, Ltd.'s Historical Top Holdings Breakdowns
Kabarec Financial Advisors, Ltd. Total Holding History ($B)
Kabarec Financial Advisors, Ltd.'s Asset Allocation
Kabarec Financial Advisors, Ltd. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Kabarec Financial Advisors, Ltd.'s Hypothetical Growth since 2018-06-30
Kabarec Financial Advisors, Ltd.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kabarec Financial Advisors, Ltd.'s Holdings Heat Map
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Kabarec Financial Advisors, Ltd.'s Holdings Bubble Chart
Kabarec Financial Advisors, Ltd. News
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