OL
Owen LaRue Portfolio holdings
AUM
$254M
1-Year Est. Return
38.01%
1 Year Est. Return
+38.01%
AUM
$254M
AUM Growth
+$18.5M
(+7.9%)
Holding
128
Top Buys
| 1 | +$3.8M | |
| 2 | +$2.17M | |
| 3 | +$1.98M | |
| 4 |
BTGD
STKd 100% Bitcoin & 100% Gold ETF
BTGD
|
+$1.77M |
| 5 |
CPRO
Calamos Russell 2000 Structured Alt Protection ETF - October
CPRO
|
+$1.75M |
Top Sells
| 1 | +$2.45M | |
| 2 | +$2.35M | |
| 3 | +$2.28M | |
| 4 |
JPMorgan Chase
JPM
|
+$2.25M |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$2.14M |
Sector Composition
| 1 | Technology | 23.19% |
| 2 | Financials | 5.07% |
| 3 | Industrials | 2.57% |
| 4 | Consumer Staples | 1.98% |
| 5 | Consumer Discretionary | 1.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Health Care ETF
VHT
$17.3B
| – | – |
-1,137
|
|
||
127
Virtu Financial
VIRT
$2.9B
| – | – |
-14,256
|
|
||
128
Rubrik
RBRK
$16.4B
| – | – |
-14,400
|
|