RK
Rather & Kittrell Portfolio holdings
AUM
$571M
1-Year Est. Return
9.24%
1 Year Est. Return
+9.24%
AUM
$571M
AUM Growth
+$66.2M
(+13%)
Holding
102
Top Buys
| 1 | +$6.12M | |
| 2 | +$5.22M | |
| 3 | +$4.64M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$4.62M |
| 5 |
Dimensional Global Real Estate ETF
DFGR
|
+$3.39M |
Top Sells
| 1 | +$1.02M | |
| 2 | +$1.02M | |
| 3 | +$802K | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$586K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$579K |
Sector Composition
| 1 | Materials | 3.95% |
| 2 | Technology | 1.83% |
| 3 | Financials | 1.8% |
| 4 | Consumer Discretionary | 1.31% |
| 5 | Consumer Staples | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Qualcomm
QCOM
$183B
| – | – |
-1,855
|
|
||
102
Ryman Hospitality Properties
RHP
$5.94B
| – | – |
-8,133
|
|