SA
SpiderRock Advisors Portfolio holdings
AUM
$4.66B
This Quarter Return
+5.46%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.8B
AUM Growth
+$3.8B
(+23%)
Cap. Flow
+$614M
Cap. Flow
% of AUM
16.16%
Top 10 Holdings %
Top 10 Hldgs %
45.32%
Holding
632
New
69
Increased
225
Reduced
194
Closed
58
Top Buys
| 1 |
Apple
AAPL
|
$140M |
| 2 |
NVIDIA
NVDA
|
$124M |
| 3 |
Amazon
AMZN
|
$57.9M |
| 4 |
Unity
U
|
$41.6M |
| 5 |
CAVA Group
CAVA
|
$40.8M |
Top Sells
| 1 |
Zoom
ZM
|
$23.2M |
| 2 |
Walt Disney
DIS
|
$9.44M |
| 3 |
RTX Corp
RTX
|
$5.49M |
| 4 |
Arthur J. Gallagher & Co
AJG
|
$5.19M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$3.56M |
Sector Composition
| 1 | Technology | 43.22% |
| 2 | Consumer Discretionary | 10.2% |
| 3 | Financials | 9.21% |
| 4 | Healthcare | 8.39% |
| 5 | Consumer Staples | 5.6% |
