LRI
Linden Rose Investment Portfolio holdings
AUM
$37.2M
1-Year Est. Return
33.86%
1 Year Est. Return
-33.86%
AUM
$37.2M
AUM Growth
-$7.01M
(-16%)
Holding
4
Top Buys
No buys this quarter
Top Sells
| 1 | +$839K | |
| 2 | +$631K | |
| 3 | +$450K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$406K |
Sector Composition
| 1 | Technology | 42.9% |
| 2 | Communication Services | 28.96% |
| 3 | Consumer Discretionary | 22.23% |
| 4 | Financials | 5.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.96T
| $16M | 42.9% |
122,929
-6,460
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.41T
| $10.8M | 28.96% |
122,176
-7,149
|
|
||
3
Amazon
AMZN
$2.72T
| $8.28M | 22.23% |
98,522
-5,360
|
|
||
|
4
Berkshire Hathaway Class B
BRK.B
$1.03T
| $2.2M | 5.91% |
7,123
-1,314
|
|