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RYIA
Roehl & Yi Investment Advisors Portfolio holdings
AUM
$266M
1-Year Est. Return
20.36%
This Fund
S&P 500
1 Year Est. Return
+20.36%
AUM
$250M
AUM Growth
+$20.2M
(+8.8%)
Holding
180
Top Buys
| 1 | +$4.67M | |
| 2 | +$2.35M | |
| 3 | +$2.14M | |
| 4 |
Unilever
UL
|
+$1.17M |
| 5 |
Capital Group International Equity ETF
CGIE
|
+$1.14M |
Top Sells
| 1 | +$20.7M | |
| 2 | +$9.89M | |
| 3 | +$471K | |
| 4 |
Broadcom
AVGO
|
+$463K |
| 5 |
Mondelez International
MDLZ
|
+$372K |
Sector Composition
| 1 | Technology | 14.42% |
| 2 | Financials | 9.63% |
| 3 | Healthcare | 5.17% |
| 4 | Consumer Staples | 4% |
| 5 | Energy | 3.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
Mondelez International
MDLZ
$75.5B
| – | – |
-5,959
|
|
||
177
Occidental Petroleum
OXY
$52.6B
| – | – |
-6,972
|
|
||
178
VICI Properties
VICI
$28.6B
| – | – |
-7,004
|
|
||
179
White Mountains Insurance
WTM
$5.4B
| – | – |
-120
|
|
||
180
Zoetis
ZTS
$31.7B
| – | – |
-2,426
|
|