TRAM
Tri Ri Asset Management Portfolio holdings
AUM
$197M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$197M
AUM Growth
–
Holding
29
Top Buys
| 1 | +$19.4M | |
| 2 | +$19.3M | |
| 3 | +$13M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$12.6M |
| 5 |
Amazon
AMZN
|
+$9.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 28.81% |
| 2 | Technology | 28.42% |
| 3 | Consumer Discretionary | 26.85% |
| 4 | Communication Services | 7.08% |
| 5 | Financials | 2.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$399B
| $3.03M | 1.54% |
+20,579
|
|
||
27
Zoom
ZM
$24.8B
| $2.65M | 1.34% |
+38,045
|
|
||
28
Atlassian
TEAM
$17.1B
| $2.58M | 1.31% |
+16,272
|
|
||
29
Walmart Inc
WMT
$977B
| $1.45M | 0.73% |
+17,957
|
|