DQRIM
Dale Q Rice Investment Management Portfolio holdings
AUM
$142M
1-Year Est. Return
40.91%
1 Year Est. Return
+40.91%
AUM
$142M
AUM Growth
+$21.1M
(+18%)
Holding
69
Top Buys
| 1 | +$964K | |
| 2 | +$934K | |
| 3 | +$224K | |
| 4 |
D-Wave Quantum
QBTS
|
+$219K |
| 5 |
Palantir
PLTR
|
+$76.4K |
Top Sells
| 1 | +$600K | |
| 2 | +$329K | |
| 3 | +$212K | |
| 4 |
iShares US Medical Devices ETF
IHI
|
+$98.3K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$44.1K |
Sector Composition
| 1 | Technology | 25.57% |
| 2 | Consumer Discretionary | 4.41% |
| 3 | Financials | 4.34% |
| 4 | Communication Services | 3.13% |
| 5 | Industrials | 1.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Hilton Worldwide
HLT
$65.8B
| $294K | 0.21% |
1,130
-10
|
|
||
52
iShares US Industrials ETF
IYJ
$1.64B
| $293K | 0.21% |
2,008
|
|
||
53
iShares Semiconductor ETF
SOXX
$16.7B
| $291K | 0.21% |
1,003
-100
|
|
||
54
Hartford Financial Services
HIG
$37.8B
| $286K | 0.2% |
2,200
|
|
||
55
Broadcom
AVGO
$1.82T
| $278K | 0.2% |
807
+7
|
|
||
56
ProShares Ultra S&P500
SSO
$7.18B
| $266K | 0.19% |
4,682
|
|
||
57
MGM Resorts International
MGM
$9.69B
| $265K | 0.19% |
8,162
-345
|
|
||
58
Cisco
CSCO
$300B
| $254K | 0.18% |
3,629
|
|
||
59
CrowdStrike
CRWD
$127B
| $226K | 0.16% |
443
-11
|
|
||
60
Oracle
ORCL
$573B
| $224K | 0.16% |
+755
|
|
||
61
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.94B
| $223K | 0.16% |
786
|
|
||
|
62
D-Wave Quantum
QBTS
$7.65B
| $219K | 0.15% |
+6,239
|
|
||
63
Royal Caribbean
RCL
$72.7B
| – | – |
-625
|
|