IR

Invictus RG Portfolio holdings

AUM $8.9M
1-Year Est. Return 56.32%
This Quarter Est. Return
1 Year Est. Return
+56.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28.9M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$5.03M
3
+$626K
4
CIEN icon
Ciena
CIEN
+$197K

Top Sells

1
+$22.2M
2
+$1.76M
3
+$1.42M
4
NVDA icon
NVIDIA
NVDA
+$1.38M
5
PANW icon
Palo Alto Networks
PANW
+$1.36M

Sector Composition

1 Consumer Discretionary 2.16%
2 Technology 2.14%
3 Energy 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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