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
$234M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.2M
3
+$13.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$11.9M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.14%
2 Industrials 0.14%
3 Utilities 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFIS icon
51
Dimensional International Small Cap ETF
DFIS
$5.62B
$552K 0.24%
+16,765
GRID icon
52
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$9.91B
$497K 0.21%
+3,251
ISCV icon
53
iShares Morningstar Small-Cap Value ETF
ISCV
$648M
$466K 0.2%
+6,797
EEMX icon
54
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$169M
$424K 0.18%
+9,948
ISCG icon
55
iShares Morningstar Small-Cap Growth ETF
ISCG
$944M
$395K 0.17%
+7,119
SCHR icon
56
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
$388K 0.17%
+15,473
IMCV icon
57
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.03B
$378K 0.16%
+4,595
IMCG icon
58
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.48B
$368K 0.16%
+4,608
AAPL icon
59
Apple
AAPL
$3.98T
$336K 0.14%
+1,237
UPS icon
60
United Parcel Service
UPS
$92.4B
$331K 0.14%
+3,341
DFAX icon
61
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.6B
$251K 0.11%
+7,667
BND icon
62
Vanguard Total Bond Market
BND
$151B
$235K 0.1%
+3,171
DFSD icon
63
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.53B
$233K 0.1%
+4,869
IVV icon
64
iShares Core S&P 500 ETF
IVV
$793B
$204K 0.09%
+298
CIG icon
65
CEMIG Preferred Shares
CIG
$7.21B
$27.9K 0.01%
+13,759
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