RSF
Rik Saylor Financial Portfolio holdings
AUM
$130M
1 Year Est. Return
–
AUM
$130M
AUM Growth
+$16.4M
(+14%)
Holding
83
Top Buys
| 1 | +$2.7M | |
| 2 | +$2.21M | |
| 3 | +$2.04M | |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$1.74M |
| 5 |
Advanced Micro Devices
AMD
|
+$241K |
Top Sells
| 1 | +$93.7K | |
| 2 | +$59.4K | |
| 3 | +$57.2K | |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$53.6K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$49.6K |
Sector Composition
| 1 | Financials | 4.16% |
| 2 | Industrials | 3.29% |
| 3 | Technology | 2.58% |
| 4 | Real Estate | 1.99% |
| 5 | Consumer Staples | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Delta Air Lines
DAL
$38.2B
| $272K | 0.21% |
5,521
-35
|
|
||
77
Elevance Health
ELV
$73.2B
| $264K | 0.2% |
680
+70
|
|
||
78
Tesla
TSLA
$1.48T
| $256K | 0.2% |
805
|
|
||
|
79
Advanced Micro Devices
AMD
$422B
| $241K | 0.19% |
+1,698
|
|
||
80
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$319M
| $209K | 0.16% |
4,977
-98
|
|
||
|
KIO
81
KKR Income Opportunities Fund
KIO
$492M
| $194K | 0.15% |
15,439
+176
|
|
||
82
Invesco DB Oil Fund
DBO
$222M
| $162K | 0.13% |
12,276
|
|
||
83
Porch Group
PRCH
$1.6B
| $118K | 0.09% |
10,000
|
|