RIA
RPG Investment Advisory Portfolio holdings
AUM
$847M
1-Year Est. Return
41.67%
1 Year Est. Return
+41.67%
AUM
$804M
AUM Growth
-$592M
(-42%)
Holding
101
Top Buys
| 1 | +$10.6M | |
| 2 | +$8.24M | |
| 3 | +$536K | |
| 4 |
Unity
U
|
+$83.1K |
Top Sells
| 1 | +$70.4M | |
| 2 | +$36.6M | |
| 3 | +$36.1M | |
| 4 |
Microsoft
MSFT
|
+$30.8M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$29.2M |
Sector Composition
| 1 | Technology | 42.9% |
| 2 | Industrials | 21.1% |
| 3 | Energy | 7.45% |
| 4 | Consumer Discretionary | 6.38% |
| 5 | Financials | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
NEOS Nasdaq 100 High Income ETF
QQQI
$6.7B
| – | – |
-4,810
|
|