RIM
Ryan Investment Management Portfolio holdings
AUM
$156M
This Quarter Return
+9.27%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
–
Cap. Flow
+$156M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.31%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$35.4M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$26.8M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$26.5M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$13M |
| 5 |
Invesco QQQ Trust
QQQ
|
$12.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 0.46% |
| 2 | Utilities | 0.13% |
| 3 | Financials | 0.09% |
| 4 | Energy | 0.05% |
| 5 | Consumer Discretionary | 0.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Rivian
RIVN
$16.2B
| $1.09K | ﹤0.01% |
+79
| New | +$1.09K |
|
52
Angi Inc
ANGI
$764M
| $229 | ﹤0.01% |
+15
| New | +$229 |
|