Asset Manager
← All Institutions
Bristlecone Advisors, LLC
Market Value
$0
-100.0%
Holdings
230
-82
New Purchases
0
Added To
0
Closed
230
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 55 | $0 | 0% |
| Large Cap | 140 | $0 | 0% |
| Mid Cap | 25 | $0 | 0% |
| Small Cap | 10 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$274.6B
Median Market Cap
$75.7B
Avg P/E
37.8
Median P/E
28.1
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
117
# ETFs / Funds
113
Top Holdings (230 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VEEV | —% | — | — | — | -$3M | -11,100 | -100.0% | SOLD |
| 2 | EXPD | —% | — | — | — | -$3M | -20,645 | -100.0% | SOLD |
| 3 | ALB | —% | — | — | — | -$517K | -6,371 | -100.0% | SOLD |
| 4 | CB | —% | — | — | — | -$3M | -11,648 | -100.0% | SOLD |
| 5 | DIS | —% | — | — | — | -$3M | -26,813 | -100.0% | SOLD |
| 6 | CVX | —% | — | — | — | -$2M | -15,257 | -100.0% | SOLD |
| 7 | UBER | —% | — | — | — | -$3M | -26,597 | -100.0% | SOLD |
| 8 | WY | —% | — | — | — | -$1M | -42,796 | -100.0% | SOLD |
| 9 | XOM | —% | — | — | — | -$4M | -37,531 | -100.0% | SOLD |
| 10 | NEE | —% | — | — | — | -$3M | -35,912 | -100.0% | SOLD |
| 11 | AMT | —% | — | — | — | -$443K | -2,302 | -100.0% | SOLD |
| 12 | SGOV | —% | — | — | — | -$1M | -12,703 | -100.0% | SOLD |
| 13 | CRM | —% | — | — | — | -$757K | -3,194 | -100.0% | SOLD |
| 14 | SYK | —% | — | — | — | -$464K | -1,256 | -100.0% | SOLD |
| 15 | ANET | —% | — | — | — | -$2M | -16,435 | -100.0% | SOLD |
| 16 | GE | —% | — | — | — | -$210K | -698 | -100.0% | SOLD |
| 17 | ICE | —% | — | — | — | -$371K | -2,202 | -100.0% | SOLD |
| 18 | FNV | —% | — | — | — | -$223K | -1,000 | -100.0% | SOLD |
| 19 | GS | —% | — | — | — | -$791K | -993 | -100.0% | SOLD |
| 20 | HD | —% | — | — | — | -$7M | -16,048 | -100.0% | SOLD |
| 21 | AXP | —% | — | — | — | -$349K | -1,051 | -100.0% | SOLD |
| 22 | ABBV | —% | — | — | — | -$820K | -3,540 | -100.0% | SOLD |
| 23 | DHR | —% | — | — | — | -$3M | -17,439 | -100.0% | SOLD |
| 24 | ECL | —% | — | — | — | -$3M | -12,688 | -100.0% | SOLD |
| 25 | AJG | —% | — | — | — | -$21M | -67,794 | -100.0% | SOLD |
| 26 | CAT | —% | — | — | — | -$300K | -629 | -100.0% | SOLD |
| 27 | BLK | —% | — | — | — | -$5M | -4,008 | -100.0% | SOLD |
| 28 | KO | —% | — | — | — | -$226K | -3,403 | -100.0% | SOLD |
| 29 | LOW | —% | — | — | — | -$286K | -1,139 | -100.0% | SOLD |
| 30 | NKE | —% | — | — | — | -$5M | -70,520 | -100.0% | SOLD |
| 31 | UPS | —% | — | — | — | -$1M | -17,313 | -100.0% | SOLD |
| 32 | PFE | —% | — | — | — | -$1M | -49,316 | -100.0% | SOLD |
| 33 | IBM | —% | — | — | — | -$674K | -2,387 | -100.0% | SOLD |
| 34 | SHW | —% | — | — | — | -$571K | -1,649 | -100.0% | SOLD |
| 35 | PM | —% | — | — | — | -$376K | -2,320 | -100.0% | SOLD |
| 36 | LMT | —% | — | — | — | -$490K | -982 | -100.0% | SOLD |
| 37 | TJX | —% | — | — | — | -$292K | -2,017 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$297K | -2,221 | -100.0% | SOLD |
| 39 | ZTS | —% | — | — | — | -$2M | -14,658 | -100.0% | SOLD |
| 40 | BX | —% | — | — | — | -$262K | -1,531 | -100.0% | SOLD |
| 41 | JPM | —% | — | — | — | -$11M | -34,386 | -100.0% | SOLD |
| 42 | BAC | —% | — | — | — | -$309K | -5,999 | -100.0% | SOLD |
| 43 | SO | —% | — | — | — | -$2M | -16,845 | -100.0% | SOLD |
| 44 | TRV | —% | — | — | — | -$5M | -19,177 | -100.0% | SOLD |
| 45 | TYL | —% | — | — | — | -$543K | -1,037 | -100.0% | SOLD |
| 46 | PG | —% | — | — | — | -$3M | -19,880 | -100.0% | SOLD |
| 47 | PH | —% | — | — | — | -$202K | -267 | -100.0% | SOLD |
| 48 | V | —% | — | — | — | -$8M | -21,983 | -100.0% | SOLD |
| 49 | TMO | —% | — | — | — | -$337K | -694 | -100.0% | SOLD |
| 50 | WPM | —% | — | — | — | -$4M | -39,586 | -100.0% | SOLD |
| 51 | VLO | —% | — | — | — | -$3M | -14,857 | -100.0% | SOLD |
| 52 | COP | —% | — | — | — | -$724K | -7,655 | -100.0% | SOLD |
| 53 | MCK | —% | — | — | — | -$1M | -1,699 | -100.0% | SOLD |
| 54 | LLY | —% | — | — | — | -$2M | -2,512 | -100.0% | SOLD |
| 55 | AZO | —% | — | — | — | -$240K | -56 | -100.0% | SOLD |
| 56 | NVO | —% | — | — | — | -$381K | -6,875 | -100.0% | SOLD |
| 57 | BA | —% | — | — | — | -$1M | -5,081 | -100.0% | SOLD |
| 58 | MRK | —% | — | — | — | -$1M | -12,701 | -100.0% | SOLD |
| 59 | MCD | —% | — | — | — | -$242K | -796 | -100.0% | SOLD |
| 60 | NVS | —% | — | — | — | -$221K | -1,726 | -100.0% | SOLD |
| 61 | USB | —% | — | — | — | -$2M | -34,879 | -100.0% | SOLD |
| 62 | JNJ | —% | — | — | — | -$7M | -39,236 | -100.0% | SOLD |
| 63 | CSCO | —% | — | — | — | -$408K | -5,962 | -100.0% | SOLD |
| 64 | CTAS | —% | — | — | — | -$4M | -20,475 | -100.0% | SOLD |
| 65 | BMNR | —% | — | — | — | -$322K | -6,200 | -100.0% | SOLD |
| 66 | SYY | —% | — | — | — | -$790K | -9,599 | -100.0% | SOLD |
| 67 | PSA | —% | — | — | — | -$2M | -6,846 | -100.0% | SOLD |
| 68 | UNH | —% | — | — | — | -$3M | -8,388 | -100.0% | SOLD |
| 69 | PHM | —% | — | — | — | -$237K | -1,792 | -100.0% | SOLD |
| 70 | BNDW | —% | — | — | — | -$632K | -9,068 | -100.0% | SOLD |
| 71 | NOC | —% | — | — | — | -$3M | -5,286 | -100.0% | SOLD |
| 72 | PNC | —% | — | — | — | -$393K | -1,956 | -100.0% | SOLD |
| 73 | P | —% | — | — | — | -$754K | -9,000 | -100.0% | SOLD |
| 74 | ATRO | —% | — | — | — | -$469K | -10,280 | -100.0% | SOLD |
| 75 | COST | —% | — | — | — | -$25M | -26,551 | -100.0% | SOLD |
| 76 | ETHA | —% | — | — | — | -$284K | -9,000 | -100.0% | SOLD |
| 77 | AMD | —% | — | — | — | -$764K | -4,721 | -100.0% | SOLD |
| 78 | CSX | —% | — | — | — | -$481K | -13,541 | -100.0% | SOLD |
| 79 | LRCX | —% | — | — | — | -$5M | -39,304 | -100.0% | SOLD |
| 80 | FAST | —% | — | — | — | -$283K | -5,764 | -100.0% | SOLD |
| 81 | EFG | —% | — | — | — | -$374K | -3,287 | -100.0% | SOLD |
| 82 | AMZN | —% | — | — | — | -$27M | -122,211 | -100.0% | SOLD |
| 83 | BKNG | —% | — | — | — | -$4M | -736 | -100.0% | SOLD |
| 84 | AAPL | —% | — | — | — | -$45M | -177,528 | -100.0% | SOLD |
| 85 | KLAC | —% | — | — | — | -$2M | -2,256 | -100.0% | SOLD |
| 86 | EQIX | —% | — | — | — | -$2M | -1,947 | -100.0% | SOLD |
| 87 | INTC | —% | — | — | — | -$1M | -37,995 | -100.0% | SOLD |
| 88 | UNP | —% | — | — | — | -$3M | -11,257 | -100.0% | SOLD |
| 89 | KR | —% | — | — | — | -$775K | -11,500 | -100.0% | SOLD |
| 90 | DVY | —% | — | — | — | -$262K | -1,842 | -100.0% | SOLD |
| 91 | BND | —% | — | — | — | -$23M | -303,262 | -100.0% | SOLD |
| 92 | HON | —% | — | — | — | -$3M | -12,867 | -100.0% | SOLD |
| 93 | ICSH | —% | — | — | — | -$1M | -20,699 | -100.0% | SOLD |
| 94 | MBB | —% | — | — | — | -$4M | -40,475 | -100.0% | SOLD |
| 95 | META | —% | — | — | — | -$15M | -19,799 | -100.0% | SOLD |
| 96 | AMAT | —% | — | — | — | -$261K | -1,275 | -100.0% | SOLD |
| 97 | ADBE | —% | — | — | — | -$3M | -7,206 | -100.0% | SOLD |
| 98 | AMGN | —% | — | — | — | -$5M | -16,673 | -100.0% | SOLD |
| 99 | DLN | —% | — | — | — | -$20M | -227,025 | -100.0% | SOLD |
| 100 | DFAE | —% | — | — | — | -$533K | -16,915 | -100.0% | SOLD |