RYA
Richard Young Associates Portfolio holdings
AUM
$132M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$132M
AUM Growth
+$3.65M
(+2.9%)
Holding
27
Top Buys
| 1 | +$341K | |
| 2 | +$339K | |
| 3 | +$334K | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$273K |
| 5 |
Microsoft
MSFT
|
+$239K |
Top Sells
| 1 | +$438K | |
| 2 | +$258K | |
| 3 | +$227K | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$93.1K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$49.6K |
Sector Composition
| 1 | Technology | 4.29% |
| 2 | Consumer Discretionary | 1.4% |
| 3 | Consumer Staples | 1.07% |
| 4 | Financials | 1% |
| 5 | Communication Services | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Expedia Group
EXPE
$27.2B
| – | – |
-800
|
|
||
27
Shopify
SHOP
$138B
| – | – |
-1,600
|
|