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
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.9M
3
+$12.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$10.9M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.13%
2 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45M 1.57%
+141,741
27
$3.32M 1.51%
+84,809
28
$3.3M 1.51%
+38,379
29
$3.2M 1.46%
+59,822
30
$3.18M 1.45%
+16,240
31
$3.08M 1.4%
+33,794
32
$3.04M 1.39%
+68,541
33
$2.82M 1.28%
+10,152
34
$2.8M 1.28%
+16,963
35
$2.55M 1.16%
+28,618
36
$2.54M 1.16%
+60,222
37
$2.27M 1.03%
+54,826
38
$1.99M 0.91%
+91,643
39
$1.94M 0.88%
+10,911
40
$1.33M 0.61%
+13,992
41
$1.15M 0.52%
+32,094
42
$1.07M 0.49%
+22,010
43
$1.06M 0.49%
+29,542
44
$937K 0.43%
+17,361
45
$862K 0.39%
+29,762
46
$686K 0.31%
+22,057
47
$557K 0.25%
+6,177
48
$551K 0.25%
+18,469
49
$440K 0.2%
+3,164
50
$392K 0.18%
+6,379
1
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