Spence Asset Management Portfolio Holdings by Sector

Spence Asset Management

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology TYL NOW GWRE FICO VERX CRM TTD 7 stocks	$103,446 27.07% of portfolio	5	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$78,675 20.59% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT IOT 2 stocks	$41,722 10.92% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$26,862 7.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$26,593 6.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$22,216 5.81% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SPLG GSSC KCE VNQ IAT IGV SPY IGM 15 stocks	$21,102 5.52% of portfolio	9	5	3	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$19,521 5.11% of portfolio	2	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX 1 stocks	$19,249 5.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI 1 stocks	$12,708 3.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ACGL 1 stocks	$9,080 2.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYC 1 stocks	$952 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts

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