RF

rebel Financial Portfolio holdings

AUM $219M
This Quarter Return
+7.74%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$219M
AUM Growth
Cap. Flow
+$219M
Cap. Flow %
100%
Top 10 Hldgs %
45.66%
Holding
62
New
62
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.13%
2 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EEMX icon
51
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$82.1M
$366K 0.17%
+9,777
New +$366K
IMCG icon
52
iShares Morningstar Mid-Cap Growth ETF
IMCG
$2.87B
$359K 0.16%
+4,477
New +$359K
ISCG icon
53
iShares Morningstar Small-Cap Growth ETF
ISCG
$712M
$333K 0.15%
+6,683
New +$333K
IMCV icon
54
iShares Morningstar Mid-Cap Value ETF
IMCV
$821M
$330K 0.15%
+4,342
New +$330K
UPS icon
55
United Parcel Service
UPS
$72.3B
$288K 0.13%
+2,849
New +$288K
DFSD icon
56
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.12B
$281K 0.13%
+5,847
New +$281K
AAPL icon
57
Apple
AAPL
$3.54T
$248K 0.11%
+1,208
New +$248K
BND icon
58
Vanguard Total Bond Market
BND
$133B
$233K 0.11%
+3,171
New +$233K
DFAX icon
59
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.16B
$224K 0.1%
+7,612
New +$224K
IVV icon
60
iShares Core S&P 500 ETF
IVV
$660B
$202K 0.09%
+325
New +$202K
CTEC icon
61
Global X CleanTech ETF
CTEC
$118M
$112K 0.05%
+3,141
New +$112K
RAYS
62
DELISTED
Global X Solar ETF
RAYS
$103K 0.05%
+11,694
New +$103K