RB

Richmond Brothers Portfolio holdings

AUM $153M
1-Year Est. Return 15.91%
This Quarter Est. Return
1 Year Est. Return
+15.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.6M
AUM Growth
-$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$392K
2 +$209K
3 +$170K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$130K
5
SOFI icon
SoFi Technologies
SOFI
+$66.6K

Top Sells

1 +$1.58M
2 +$1.57M
3 +$1.25M
4
AAPL icon
Apple
AAPL
+$501K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$387K

Sector Composition

1 Healthcare 21.23%
2 Technology 15.58%
3 Financials 10.38%
4 Consumer Discretionary 1.55%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-4,947