RIM
Ryan Investment Management Portfolio holdings
AUM
$180M
1 Year Est. Return
–
AUM
$180M
AUM Growth
+$23.4M
(+15%)
Holding
53
Top Buys
| 1 | +$10.9M | |
| 2 | +$7.67M | |
| 3 | +$1.92M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.55M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.24M |
Top Sells
| 1 | +$9.83M | |
| 2 | +$430K | |
| 3 | +$123K | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$100K |
| 5 |
Sun Life Financial
SLF
|
+$90.2K |
Sector Composition
| 1 | Healthcare | 0.39% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Automatic Data Processing
ADP
$115B
| – | – |
-10
|
|
||
52
Abbott
ABT
$225B
| – | – |
-46
|
|
||
53
Apple
AAPL
$3.89T
| – | – |
-152
|
|