Top five holdings

With overall valuation down about 1% from the last top ten post, a check on where the top five are heading.

Roku – up from 8.4 to 9.2%

AMD. – up from 5.0 to 6.0% (after purchase of additional shares)

Nvidia -=down from 5.5 to 5.2%

Marvell – up from 4.8 to 5.1%

Zoom – up from 3.7 to 5.1% (after purchase of additional shares)

Stocks without trades thus increased by 0.8% in relation to total valuation.

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