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
$196M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.85M
3
+$1.67M
4
CTRA icon
Coterra Energy
CTRA
+$1.37M
5
MCD icon
McDonald's
MCD
+$1.33M

Top Sells

1
+$3.11M
2
+$1.89M
3
+$1.83M
4
EXPE icon
Expedia Group
EXPE
+$1.52M
5
ETD icon
Ethan Allen Interiors
ETD
+$1.44M

Sector Composition

1 Technology 17.15%
2 Consumer Discretionary 16.58%
3 Healthcare 12.33%
4 Financials 5.77%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
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