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
$229M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$14.4M
2
+$13.6M
3
+$13M
4
VUG icon
Vanguard Growth ETF
VUG
+$12.7M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$10.5M

Sector Composition

1 Technology 0.13%
2 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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30
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41
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42
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