RYIA

Roehl & Yi Investment Advisors Portfolio holdings

AUM $266M
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$66.3M
2 +$19.4M
3 +$13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.72%
2 Financials 12.43%
3 Healthcare 5.42%
4 Consumer Staples 4.46%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$14.1K 0.01%
+14,148
152
$12.2K 0.01%
+12,162
153
$11.5K 0.01%
+11,543