RIA
RPG Investment Advisory Portfolio holdings
AUM
$804M
This Quarter Return
+23%
1 Year Return
+33.23%
3 Year Return
+146.59%
5 Year Return
+207.09%
10 Year Return
–
AUM
$378M
AUM Growth
+$378M
(+7.1%)
Cap. Flow
-$46.6M
Cap. Flow
% of AUM
-12.32%
Top 10 Holdings %
Top 10 Hldgs %
28.13%
Holding
368
New
89
Increased
60
Reduced
64
Closed
22
Top Buys
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$7.3M |
| 2 |
HP
HPQ
|
$6.57M |
| 3 |
Pfizer
PFE
|
$4.95M |
| 4 |
Goodyear
GT
|
$4.06M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$4.05M |
Top Sells
| 1 |
WisdomTree India Earnings Fund ETF
EPI
|
$8.51M |
| 2 |
Target
TGT
|
$7.35M |
| 3 |
Fortinet
FTNT
|
$5.79M |
| 4 |
Intuitive Surgical
ISRG
|
$5.53M |
| 5 |
NVIDIA
NVDA
|
$5.53M |
Sector Composition
| 1 | Technology | 22.1% |
| 2 | Consumer Discretionary | 13.28% |
| 3 | Communication Services | 10.03% |
| 4 | Energy | 8.87% |
| 5 | Healthcare | 8.66% |
