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
251
$17.8K 0.01%
+348
252
$17.8K 0.01%
+492
253
$17.7K 0.01%
+154
254
$17.6K 0.01%
+242
255
$17.3K 0.01%
+414
256
$17.3K 0.01%
+396
257
$17.1K 0.01%
+170
258
$17.1K 0.01%
+132
259
$16.7K 0.01%
+250
260
$16.1K 0.01%
+266
261
$16K 0.01%
+150
262
$15.9K 0.01%
+100
263
$15.6K 0.01%
+200
264
$15.3K 0.01%
+100
265
$15.2K 0.01%
+1,000
266
$15K 0.01%
+400
267
$14.9K 0.01%
+250
268
$14.7K 0.01%
+40
269
$13.8K 0.01%
+200
270
$13.7K 0.01%
+300
271
$13.6K 0.01%
+300
272
$13.3K 0.01%
+500
273
$13K 0.01%
+300
274
$12.9K 0.01%
+602
275
$12.6K 0.01%
+200