Voloridge Investment Management Portfolio holdings
AUM
$27.1B
1-Year Return
25.54%
This Quarter Return
-22.63%
1 Year Return
+25.54%
3 Year Return
+79.26%
5 Year Return
+135.5%
10 Year Return
+413.11%
AUM
$3.48B
AUM Growth
-$1.65B
(-32%)
Cap. Flow
-$999M
Cap. Flow
% of AUM
-28.69%
Top 10 Holdings %
Top 10 Hldgs %
17.12%
Holding
1,564
New
520
Increased
250
Reduced
281
Closed
513
Top Buys
| 1 |
Comcast
CMCSA
|
$69.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
$67.1M |
| 3 |
AT&T
T
|
$65.2M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$52.4M |
| 5 |
Costco
COST
|
$51M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$234M |
| 2 |
Tesla
TSLA
|
$95.7M |
| 3 |
Boeing
BA
|
$93.2M |
| 4 |
Amazon
AMZN
|
$84.8M |
| 5 |
Advanced Micro Devices
AMD
|
$65.5M |
Sector Composition
| 1 | Consumer Discretionary | 13.1% |
| 2 | Financials | 12.66% |
| 3 | Healthcare | 10.05% |
| 4 | Technology | 9.64% |
| 5 | Communication Services | 9.49% |
