RP

Raelipskie Partnership Portfolio holdings

AUM $239M
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$551K
3 +$294K
4
LYB icon
LyondellBasell Industries
LYB
+$282K
5
NVO icon
Novo Nordisk
NVO
+$248K

Top Sells

1 +$7.2M
2 +$367K
3 +$337K
4
MSFT icon
Microsoft
MSFT
+$210K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$152K

Sector Composition

1 Technology 9.48%
2 Financials 7.01%
3 Consumer Discretionary 2.35%
4 Communication Services 2.09%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-435
102
-315