PA
Promethium Advisors Portfolio holdings
AUM
$165M
1-Year Est. Return
19.58%
1 Year Est. Return
+19.58%
AUM
$165M
AUM Growth
+$8.47M
(+5.4%)
Holding
128
Top Buys
| 1 | +$3.58M | |
| 2 | +$2.41M | |
| 3 | +$1.04M | |
| 4 |
Whirlpool
WHR
|
+$1M |
| 5 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
+$983K |
Top Sells
| 1 | +$3.32M | |
| 2 | +$1.41M | |
| 3 | +$1.13M | |
| 4 |
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
|
+$990K |
| 5 |
PBT
Permian Basin Royalty Trust
PBT
|
+$755K |
Sector Composition
| 1 | Financials | 17.09% |
| 2 | Technology | 13.02% |
| 3 | Healthcare | 10.16% |
| 4 | Energy | 9.44% |
| 5 | Consumer Discretionary | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Prudential Financial
PRU
$36B
| – | – |
-2,545
|
|
||
127
UnitedHealth
UNH
$331B
| – | – |
-469
|
|
||
128
Vanguard Health Care ETF
VHT
$16.3B
| – | – |
-765
|
|