OL
Owen LaRue Portfolio holdings
AUM
$235M
This Quarter Return
+10.55%
1 Year Return
+34.65%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$95.1M
AUM Growth
+$95.1M
(+2.8%)
Cap. Flow
-$7.43M
Cap. Flow
% of AUM
-7.81%
Top 10 Holdings %
Top 10 Hldgs %
51.37%
Holding
94
New
22
Increased
19
Reduced
30
Closed
21
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$4.82M |
| 2 |
NVIDIA
NVDA
|
$3.16M |
| 3 |
Franklin International Core Dividend Tilt Index ETF
DIVI
|
$2.12M |
| 4 |
Eli Lilly
LLY
|
$1.77M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.77M |
Top Sells
Sector Composition
| 1 | Technology | 26.49% |
| 2 | Healthcare | 6.71% |
| 3 | Consumer Discretionary | 4.58% |
| 4 | Financials | 4.36% |
| 5 | Industrials | 3.45% |
