RMF

Red Mountain Financial Portfolio holdings

AUM $98.5M
1-Year Est. Return 14.3%
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.18M
3
+$3.43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.27M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$3.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.13%
2 Financials 5.75%
3 Materials 4.37%
4 Healthcare 4.24%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.41%
+565
52
$262K 0.4%
+1,074
53
$249K 0.39%
+2,410
54
$248K 0.38%
+3,205
55
$241K 0.37%
+5,724
56
$240K 0.37%
+833
57
$226K 0.35%
+3,095
58
$217K 0.34%
+2,562
59
$217K 0.34%
+2,263
60
$214K 0.33%
+8,019
61
$213K 0.33%
+10,500
62
$208K 0.32%
+976
1 2
3