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
1
– –
-266,579
2
– –
-477,459
3
– –
-131,214
4
– –
-165,912
5
– –
-136,077
6
– –
-241,232
7
– –
-101,168
8
– –
-147,756
9
– –
-130,634
10
– –
-85,502
11
– –
-267,556
12
– –
-119,697
13
– –
-39,940
14
– –
-214,842
15
– –
-230,338
16
– –
-179,919
17
– –
-181,204
18
– –
-104,466
19
– –
-112,614
20
– –
-58,765
21
– –
-91,145
22
– –
-71,998
23
– –
-212,431
24
– –
-13,577
25
– –
-141,741
1
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