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RTM
RH Tailwind Management Portfolio holdings
AUM
$193M
This Fund
S&P 500
This Quarter
Est. Return
+3.63%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.4M
AUM Growth
–
Cap. Flow
+$97.3M
Cap. Flow
% of AUM
97.87%
Top 10 Holdings %
Top 10 Hldgs %
76.52%
Holding
31
New
19
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Palantir
PLTR
|
+$11M |
| 2 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$9.68M |
| 3 |
VanEck Semiconductor ETF
SMH
|
+$8.07M |
| 4 |
Citigroup
C
|
+$7.68M |
| 5 |
Robinhood
HOOD
|
+$7.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 29.36% |
| 2 | Technology | 13.35% |
| 3 | Industrials | 12.13% |
| 4 | Communication Services | 11.63% |
| 5 | Consumer Discretionary | 11.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Palantir
PLTR
$312B
| $10.8M | 10.91% |
+61,000
| New | +$11M |
|
|
2
State Street Technology Select Sector SPDR ETF
XLK
$118B
| $9.65M | 9.71% |
+67,020
| New | +$9.68M |
|
|
3
Citigroup
C
$240B
| $8.64M | 8.69% |
+74,000
| New | +$7.68M |
|
|
4
VanEck Semiconductor ETF
SMH
$71B
| $8.28M | 8.33% |
+23,000
| New | +$8.07M |
|
5
American Express
AXP
$242B
| $7.4M | 7.44% |
+20,000
| New | +$7.16M |
|
6
Applovin
APP
$149B
| $7.08M | 7.12% |
+10,500
| New | +$6.62M |
|
7
Goldman Sachs
GS
$309B
| $6.59M | 6.63% |
+7,500
| New | +$6.12M |
|
|
8
Robinhood
HOOD
$98.6B
| $6.56M | 6.6% |
+58,000
| New | +$7.54M |
|
9
Carvana
CVNA
$46.6B
| $6.12M | 6.16% |
+72,500
| New | +$5.39M |
|
10
Wayfair
W
$11.4B
| $4.92M | 4.95% |
+49,000
| New | +$4.71M |
|
11
RTX Corp
RTX
$264B
| $4.58M | 4.61% |
+25,000
| New | +$4.34M |
|
12
Vistra
VST
$53.3B
| $3.87M | 3.89% |
+24,000
| New | +$4.37M |
|
13
GE Vernova
GEV
$280B
| $3.59M | 3.62% |
+5,500
| New | +$3.35M |
|
14
Spotify
SPOT
$98.7B
| $2.61M | 2.63% |
+4,500
| New | +$2.81M |
|
15
NVIDIA
NVDA
$4.93T
| $2.42M | 2.44% |
+13,000
| New | +$2.42M |
|
16
GE Aerospace
GE
$369B
| $2.16M | 2.18% |
+7,020
| New | +$2.11M |
|
17
Alphabet (Google) Class A
GOOGL
$4.3T
| $1.88M | 1.89% |
+6,000
| New | +$1.71M |
|
18
Caterpillar
CAT
$429B
| $1.72M | 1.73% |
+3,000
| New | +$1.67M |
|
19
iShares Russell 2000 ETF
IWM
$82B
| $492K | 0.5% |
+2,000
| New | +$492K |
|
20
Alcoa
AA
$12.9B
| – | – |
0
| – | – |
|
21
Albemarle
ALB
$14.8B
| – | – |
0
| – | – |
|
22
VanEck Gold Miners ETF
GDX
$22.4B
| – | – |
0
| – | – |
|
23
Corning
GLW
$158B
| – | – |
0
| – | – |
|
24
General Motors
GM
$69.2B
| – | – |
0
| – | – |
|
25
Howmet Aerospace
HWM
$109B
| – | – |
0
| – | – |
|
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