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
$82.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$4.55M
3
+$4.08M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$3.67M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$3.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.43%
2 Financials 4.92%
3 Materials 3.55%
4 Consumer Staples 3.26%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$261K 0.31%
+834
52
$251K 0.3%
+4,250
53
$221K 0.27%
+3,098
54
$220K 0.27%
+661
55
$220K 0.27%
+5,297
56
$218K 0.26%
+2,512
57
$211K 0.25%
+386
58
$210K 0.25%
+10,500
59
$209K 0.25%
+2,435
60
$205K 0.25%
+5,842
61
$204K 0.25%
+600
1 2
3