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
1
$14M 6.36%
+266,579
2
$13.2M 6.02%
+477,459
3
$13M 5.93%
+131,214
4
$12.1M 5.53%
+165,912
5
$10.5M 4.8%
+136,077
6
$9.81M 4.47%
+241,232
7
$7.69M 3.51%
+101,168
8
$7.32M 3.34%
+147,756
9
$6.28M 2.87%
+267,556
10
$6.21M 2.83%
+130,634
11
$5.92M 2.7%
+119,697
12
$5.86M 2.67%
+85,502
13
$5.54M 2.53%
+39,940
14
$5.21M 2.37%
+214,842
15
$4.93M 2.25%
+230,338
16
$4.59M 2.09%
+181,204
17
$4.39M 2%
+179,919
18
$4.23M 1.93%
+104,466
19
$4.16M 1.9%
+112,614
20
$3.98M 1.81%
+71,998
21
$3.87M 1.76%
+212,431
22
$3.87M 1.76%
+13,577
23
$3.82M 1.74%
+91,145
24
$3.65M 1.66%
+58,765
25
$3.57M 1.63%
+49,105
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