RA

Ransom Advisory Portfolio holdings

AUM $254M
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$15.6M
3 +$9M
4
JPM icon
JPMorgan Chase
JPM
+$6.56M
5
NVDA icon
NVIDIA
NVDA
+$6.31M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.56%
2 Financials 18.81%
3 Industrials 10.29%
4 Consumer Discretionary 10.24%
5 Healthcare 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27.1K 0.01%
+100
227
$26.9K 0.01%
+750
228
$25.5K 0.01%
+3,000
229
$25.1K 0.01%
+450
230
$24.6K 0.01%
+201
231
$24.5K 0.01%
+100
232
$24.5K 0.01%
+346
233
$24.3K 0.01%
+2,350
234
$24.3K 0.01%
+400
235
$23.9K 0.01%
+180
236
$23.4K 0.01%
+361
237
$23.1K 0.01%
+300
238
$22.9K 0.01%
+300
239
$22.6K 0.01%
+400
240
$21.1K 0.01%
+200
241
$20.5K 0.01%
+28
242
$20.3K 0.01%
+300
243
$20K 0.01%
+500
244
$20K 0.01%
+1,000
245
$20K 0.01%
+55
246
$19.8K 0.01%
+250
247
$19.4K 0.01%
+455
248
$19.1K 0.01%
+200
249
$19K 0.01%
+70
250
$18.2K 0.01%
+1,082