RE
Rydar Equities Portfolio holdings
AUM
$128M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$125M
AUM Growth
-$1.7M
(-1.3%)
Holding
104
Top Buys
| 1 | +$448K | |
| 2 | +$387K | |
| 3 | +$321K | |
| 4 |
SoFi Technologies
SOFI
|
+$274K |
| 5 |
GE Vernova
GEV
|
+$252K |
Top Sells
| 1 | +$1.64M | |
| 2 | +$948K | |
| 3 | +$906K | |
| 4 |
Amazon
AMZN
|
+$864K |
| 5 |
Walt Disney
DIS
|
+$617K |
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
Prudential Financial
PRU
$32.9B
| – | – |
-2,356
|
|
||
102
Texas Pacific Land
TPL
$32.2B
| – | – |
-573
|
|
||
103
UGI
UGI
$7.88B
| – | – |
-11,284
|
|
||
104
Williams Companies
WMB
$88.5B
| – | – |
-4,690
|
|