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
$192M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$1.78M
3
+$1.51M
4
META icon
Meta Platforms (Facebook)
META
+$1.5M
5
BHP icon
BHP
BHP
+$1.48M

Top Sells

1
+$17.4M
2
+$2.22M
3
+$1.48M
4
B
Barrick Mining
B
+$1.36M
5
LYV icon
Live Nation Entertainment
LYV
+$1.35M

Sector Composition

1 Consumer Discretionary 17.21%
2 Technology 16.3%
3 Healthcare 13.07%
4 Financials 6.28%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
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