RFG

Range Financial Group Portfolio holdings

AUM $289M
1-Year Est. Return 37.83%
This Quarter Est. Return
1 Year Est. Return
+37.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.43M
3
+$1.41M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.11M
5
MDC
M.D.C. Holdings, Inc.
MDC
+$1.08M

Top Sells

1
+$2.63M
2
+$1.19M
3
+$1.08M
4
T icon
AT&T
T
+$1.06M
5
MZTI
The Marzetti Company
MZTI
+$1.06M

Sector Composition

1 Technology 16.34%
2 Healthcare 13.97%
3 Consumer Discretionary 11.82%
4 Consumer Staples 5.97%
5 Energy 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
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