RF

rebel Financial Portfolio holdings

AUM $231M
1-Year Est. Return 12.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$643K
3
+$441K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$396K
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$330K

Top Sells

1
+$740K
2
+$668K
3
+$556K
4
GRID icon
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$497K
5
EEMX icon
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
+$424K

Sector Composition

1 Industrials 0.15%
2 Technology 0.15%
3 Utilities 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYV icon
1
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.6B
$15.8M 6.85%
279,279
+3,861
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$135B
$13.9M 6.03%
140,193
-1,793
SCHV icon
3
Schwab US Large-Cap Value ETF
SCHV
$15.2B
$13.6M 5.91%
447,195
-21,449
BIV icon
4
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
$11.9M 5.16%
154,175
+10,135
VUG icon
5
Vanguard Growth ETF
VUG
$35.3B
$10.5M 4.54%
143,826
-2,856
CGGR icon
6
Capital Group Growth ETF
CGGR
$22.1B
$9.75M 4.23%
242,614
+4,916
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$77.7B
$8.35M 3.62%
173,825
-1,316
IDEV icon
8
iShares Core MSCI International Developed Markets ETF
IDEV
$29.3B
$8.25M 3.58%
98,737
-1,055
BWX icon
9
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.53B
$6.46M 2.8%
294,183
+14,642
EAGG icon
10
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.7B
$6.2M 2.69%
130,444
+1,297
AVEM icon
11
Avantis Emerging Markets Equity ETF
AVEM
$23.5B
$5.92M 2.57%
73,492
-8,915
VWO icon
12
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$5.89M 2.55%
108,997
-4,974
GRNB icon
13
VanEck Green Bond ETF
GRNB
$177M
$5.82M 2.52%
242,879
+9,950
IWP icon
14
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$5.61M 2.43%
43,760
+2,929
SPWO icon
15
SP Funds S&P World ex-US ETF
SPWO
$158M
$4.9M 2.13%
173,896
-778
EBND icon
16
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.32B
$4.86M 2.11%
235,679
-2,226
EMLC icon
17
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.92B
$4.78M 2.07%
190,178
+6,494
SPDW icon
18
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.1B
$4.31M 1.87%
94,523
-6,681
HYLB icon
19
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.38B
$4.24M 1.84%
117,138
-1,354
NULV icon
20
Nuveen ESG Large-Cap Value ETF
NULV
$2.08B
$4.06M 1.76%
89,316
+3,072
DGS icon
21
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.78B
$4.04M 1.75%
67,228
-3,311
EWX icon
22
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$748M
$3.98M 1.73%
60,209
+575
SPSK icon
23
SP Funds Dow Jones Global Sukuk ETF
SPSK
$468M
$3.93M 1.7%
219,648
+2,133
AVUV icon
24
Avantis US Small Cap Value ETF
AVUV
$26B
$3.82M 1.66%
34,596
+326
FLHY icon
25
Franklin High Yield Corporate ETF
FLHY
$1.03B
$3.77M 1.64%
156,190
+9,205
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