RFG

Range Financial Group Portfolio holdings

AUM $277M
1-Year Est. Return 34.86%
This Quarter Est. Return
1 Year Est. Return
+34.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$992K
3 +$827K
4
NVDA icon
NVIDIA
NVDA
+$767K
5
BLDR icon
Builders FirstSource
BLDR
+$605K

Top Sells

1 +$2.3M
2 +$1.19M
3 +$1.13M
4
MRNA icon
Moderna
MRNA
+$544K
5
AAPL icon
Apple
AAPL
+$538K

Sector Composition

1 Technology 19.14%
2 Healthcare 15.22%
3 Consumer Discretionary 11.71%
4 Financials 7.58%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-7,799
177
-5,655