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RA
Ritter Alpha Portfolio holdings
AUM
$4.78M
This Fund
S&P 500
This Quarter
Est. Return
-5.91%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.78M
AUM Growth
+$2.43M
(+104%)
Cap. Flow
+$2.84M
Cap. Flow
% of AUM
59.43%
Top 10 Holdings %
Top 10 Hldgs %
62.65%
Holding
30
New
19
Increased
1
Reduced
–
Closed
10
Top Buys
| 1 |
NVIDIA
NVDA
|
+$398K |
| 2 |
Sysco
SYY
|
+$394K |
| 3 |
Magna International
MGA
|
+$389K |
| 4 |
Meta Platforms (Facebook)
META
|
+$361K |
| 5 |
Domino's
DPZ
|
+$303K |
Top Sells
| 1 |
Uber
UBER
|
+$297K |
| 2 |
Hasbro
HAS
|
+$280K |
| 3 |
PepsiCo
PEP
|
+$253K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$237K |
| 5 |
PayPal
PYPL
|
+$224K |
Sector Composition
| 1 | Financials | 24.29% |
| 2 | Technology | 21.82% |
| 3 | Consumer Discretionary | 13.72% |
| 4 | Consumer Staples | 12.18% |
| 5 | Energy | 10.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
MSCI
MSCI
$44B
| – | – |
-378
| Closed | -$217K |
|
|
27
PepsiCo
PEP
$188B
| – | – |
-1,762
| Closed | -$253K |
|
|
28
PayPal
PYPL
$40.9B
| – | – |
-3,830
| Closed | -$224K |
|
29
TransAlta
TAC
$4.49B
| – | – |
-10,389
| Closed | -$131K |
|
|
30
Uber
UBER
$152B
| – | – |
-3,630
| Closed | -$297K |
|
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