OL
Owen LaRue Portfolio holdings
AUM
$235M
1-Year Est. Return
34.65%
1 Year Est. Return
+34.65%
AUM
$201M
AUM Growth
+$9.37M
(+4.9%)
Holding
108
Top Buys
| 1 | +$5.36M | |
| 2 | +$5.31M | |
| 3 | +$2.72M | |
| 4 |
Gilead Sciences
GILD
|
+$1.91M |
| 5 |
ZDEK
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
|
+$1.62M |
Top Sells
| 1 | +$1.87M | |
| 2 | +$1.79M | |
| 3 | +$1.64M | |
| 4 |
Amazon
AMZN
|
+$1.48M |
| 5 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$1.2M |
Sector Composition
| 1 | Technology | 19.02% |
| 2 | Financials | 6.16% |
| 3 | Industrials | 3.13% |
| 4 | Consumer Staples | 2.96% |
| 5 | Healthcare | 2.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Elevance Health
ELV
$76.1B
| – | – |
-600
|
|
||
102
First Trust Long/Short Equity ETF
FTLS
$2.01B
| – | – |
-27,216
|
|
||
103
iShares US Insurance ETF
IAK
$679M
| – | – |
-5,358
|
|
||
104
iShares S&P India Nifty 50 Index Fund
INDY
$692M
| – | – |
-4,800
|
|
||
105
iShares Russell 2000 Value ETF
IWN
$12.3B
| – | – |
-1,713
|
|
||
106
PureCycle Technologies
PCT
$2.36B
| – | – |
-15,330
|
|
||
107
VanEck Semiconductor ETF
SMH
$35.7B
| – | – |
-1,056
|
|
||
108
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
| – | – |
-3,551
|
|