LRI
Linden Rose Investment Portfolio holdings
AUM
$37.2M
1-Year Est. Return
33.86%
1 Year Est. Return
-33.86%
AUM
$44.2M
AUM Growth
-$1.01M
(-2.2%)
Holding
4
Sector Composition
| 1 | Technology | 40.42% |
| 2 | Communication Services | 27.96% |
| 3 | Consumer Discretionary | 26.53% |
| 4 | Financials | 5.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.98T
| $17.9M | 40.42% |
129,389
-701
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.42T
| $12.4M | 27.96% |
129,325
-655
|
|
||
3
Amazon
AMZN
$2.71T
| $11.7M | 26.53% |
103,882
-598
|
|
||
4
Berkshire Hathaway Class B
BRK.B
$1.03T
| $2.25M | 5.09% |
8,437
+373
|
|