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
51
$366K 0.17%
+9,777
52
$359K 0.16%
+4,477
53
$333K 0.15%
+6,683
54
$330K 0.15%
+4,342
55
$288K 0.13%
+2,849
56
$281K 0.13%
+5,847
57
$248K 0.11%
+1,208
58
$233K 0.11%
+3,171
59
$224K 0.1%
+7,612
60
$202K 0.09%
+325
61
$112K 0.05%
+3,141
62
$103K 0.05%
+11,694
1 2
3