Asset Manager
← All Institutions
RD Finance Ltd
Market Value
$77M
Holdings
31
New Purchases
3
Added To
4
Closed
9
Reduced
0
Top 10 Concentration
75.7%
Turnover
38.7%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 15 | $28M | 36.8% |
| Large Cap | 15 | $48M | 63.2% |
| Mid Cap | 1 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$969.3B
Median Market Cap
$199.3B
Avg P/E
42.2
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
1.35
# Stocks
28
# ETFs / Funds
3
Top Holdings (31 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TLT | 25.75% | 223,320 | $20M | $88.25 | $13K | +6,960 | +3.2% | |
| 2 | AMZN | 11.01% | 38,390 | $8M | $219.38 | $1M | — | — | |
| 3 | UBER | 6.38% | 52,300 | $5M | $93.31 | $3M | +22,801 | +77.3% | |
| 4 | SGOV | 6.05% | 46,000 | $5M | $100.70 | — | +46,000 | — | NEW |
| 5 | AMD | 5.19% | 28,000 | $4M | $141.89 | $1M | — | — | |
| 6 | QCOM | 5.08% | 24,400 | $4M | $159.26 | $2M | +12,900 | +112.2% | |
| 7 | CRM | 4.51% | 12,645 | $3M | $272.68 | $55K | — | — | |
| 8 | BABA | 4.45% | 30,050 | $3M | $113.41 | — | +30,050 | — | NEW |
| 9 | FSLR | 3.83% | 17,722 | $3M | $165.56 | $693K | — | — | |
| 10 | JD | 3.48% | 81,500 | $3M | $32.64 | $2M | +55,560 | +214.2% | |
| 11 | GOOGL | 3.47% | 15,050 | $3M | $176.21 | $325K | — | — | |
| 12 | PYPL | 3.37% | 34,665 | $3M | $74.31 | $314K | — | — | |
| 13 | AMAT | 3.34% | 13,950 | $3M | $183.08 | $530K | — | — | |
| 14 | ADBE | 2.62% | 5,180 | $2M | $386.87 | — | +5,180 | — | NEW |
| 15 | PEP | 2.13% | 12,340 | $2M | $132.01 | -$221K | — | — | |
| 16 | DELL | 1.82% | 11,350 | $1M | $122.64 | $357K | — | — | |
| 17 | PINS | 1.51% | 32,150 | $1M | $35.86 | $156K | — | — | |
| 18 | SQ | 1.42% | 16,000 | $1M | $67.94 | $218K | — | — | |
| 19 | PDD | 1.28% | 9,350 | $979K | $104.71 | -$128K | — | — | |
| 20 | ABNB | 1.17% | 6,770 | $896K | $132.35 | $87K | — | — | |
| 21 | AAPL | 1.15% | 4,300 | $882K | $205.12 | -$73K | — | — | |
| 22 | TSLA | 1.00% | 2,413 | $767K | $317.86 | $142K | — | — | |
| 23 | LYFT | —% | — | — | — | -$393K | -33,100 | -100.0% | SOLD |
| 24 | HOOD | —% | — | — | — | -$1M | -25,000 | -100.0% | SOLD |
| 25 | META | —% | — | — | — | -$4M | -6,540 | -100.0% | SOLD |
| 26 | MU | —% | — | — | — | -$2M | -18,550 | -100.0% | SOLD |
| 27 | MSFT | —% | — | — | — | -$6M | -17,155 | -100.0% | SOLD |
| 28 | NVDA | —% | — | — | — | -$5M | -45,385 | -100.0% | SOLD |
| 29 | F-PD | —% | — | — | — | -$3M | -290,000 | -100.0% | SOLD |
| 30 | QQQ | —% | — | — | — | -$45M | -95,150 | -100.0% | SOLD |
| 31 | TSM | —% | — | — | — | -$4M | -21,930 | -100.0% | SOLD |