Blue Door Asset Management, LLC Portfolio Holdings by Sector

Blue Door Asset Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Drug Manufacturers—Specialty & Generic \| Healthcare PRGO PRGO 2 stocks	$27,252 20.73% of portfolio	2	-	-	-	1 Calls 0 Puts
Electronic Components \| Technology FLEX 1 stocks	$23,485 17.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$22,163 16.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$14,905 11.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials AVTR 1 stocks	$12,325 9.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CNHI AGCO 2 stocks	$11,325 8.62% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Application \| Technology SMRT 1 stocks	$10,442 7.94% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs IYT QQQ XLE 3 stocks	$4,137 3.15% of portfolio	2	1	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services PINS 1 stocks	$2,897 2.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology ARRY 1 stocks	$2,524 1.92% of portfolio	1	-	1	-	0 Calls 0 Puts

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