RP

Raelipskie Partnership Portfolio holdings

AUM $233M
1-Year Est. Return 14.06%
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$354K
2 +$110K
3 +$71.6K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$50.3K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$22K

Top Sells

1 +$328K
2 +$226K
3 +$221K
4
AAPL icon
Apple
AAPL
+$123K
5
MSFT icon
Microsoft
MSFT
+$88.1K

Sector Composition

1 Technology 11.06%
2 Financials 6.86%
3 Communication Services 2.68%
4 Consumer Discretionary 2.19%
5 Industrials 1.74%