RE
Rydar Equities Portfolio holdings
AUM
$125M
1 Year Est. Return
–
AUM
$125M
AUM Growth
-$1.7M
(-1.3%)
Holding
104
Top Buys
| 1 | +$516K | |
| 2 | +$390K | |
| 3 | +$313K | |
| 4 |
SoFi Technologies
SOFI
|
+$298K |
| 5 |
Oracle
ORCL
|
+$269K |
Top Sells
| 1 | +$1.64M | |
| 2 | +$1.07M | |
| 3 | +$906K | |
| 4 |
Amazon
AMZN
|
+$842K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$703K |
Sector Composition
| 1 | Technology | 24.36% |
| 2 | Financials | 17.65% |
| 3 | Consumer Discretionary | 16.38% |
| 4 | Industrials | 10.63% |
| 5 | Communication Services | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Enterprise Products Partners
EPD
$65.4B
| – | – |
-9,406
|
|
||
102
Walt Disney
DIS
$199B
| – | – |
-4,976
|
|
||
103
Salesforce
CRM
$231B
| – | – |
-839
|
|
||
104
Cullen/Frost Bankers
CFR
$7.88B
| – | – |
-12,725
|
|