Spence Asset Management Portfolio Holdings by Sector

Spence Asset Management

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology TYL NOW APPF TTD CRM FICO GWRE VERX 9 stocks	$135,916 29.56% of portfolio	6	3	2	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$72,769 15.83% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT IOT SNPS ADBE 4 stocks	$51,602 11.22% of portfolio	2	2	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY SPLG GSSC KCE VNQ IGV IGM IAT 14 stocks	$51,214 11.14% of portfolio	7	5	4	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$29,928 6.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$28,215 6.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$23,263 5.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX 1 stocks	$18,465 4.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IT 1 stocks	$14,310 3.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI 1 stocks	$13,286 2.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$12,210 2.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ACGL 1 stocks	$8,437 1.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$125 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

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