RDIA
RE Dickinson Investment Advisors Portfolio holdings
AUM
$1.77B
1-Year Est. Return
15.42%
1 Year Est. Return
+15.42%
AUM
$1.77B
AUM Growth
+$1.6B
(+899%)
Holding
331
Top Buys
| 1 | +$7.49M | |
| 2 | +$5.4M | |
| 3 | +$4.62M | |
| 4 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$3.75M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
+$2.95M |
Top Sells
| 1 | +$6.96M | |
| 2 | +$4.6M | |
| 3 | +$2.25M | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$2.23M |
| 5 |
Eli Lilly
LLY
|
+$1.93M |
Sector Composition
| 1 | Financials | 6.63% |
| 2 | Industrials | 4.98% |
| 3 | Technology | 4.94% |
| 4 | Utilities | 2.39% |
| 5 | Communication Services | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Toast
TOST
$20.8B
| – | – |
-20
|
|
||
327
Warner Bros
WBD
$55.2B
| $0 | ﹤0.01% |
2
|
|
||
|
FLG
328
Flagstar Bank National Association
FLG
$4.69B
| $0 | ﹤0.01% |
+2
|
|
||
|
LAR
329
Lithium Argentina AG
LAR
$652M
| – | – |
-100
|
|
||
330
Stitch Fix
SFIX
$566M
| $0 | ﹤0.01% |
+10
|
|