RFG

Range Financial Group Portfolio holdings

AUM $289M
1-Year Est. Return 37.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.85%
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 +$1M
3 +$907K
4
NVDA icon
NVIDIA
NVDA
+$718K
5
APA icon
APA Corp
APA
+$565K

Top Sells

1 +$2.19M
2 +$1.19M
3 +$1.13M
4
MRNA icon
Moderna
MRNA
+$626K
5
IMKTA icon
Ingles Markets
IMKTA
+$515K

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
-12,390
177
-7,799