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RMF
Red Mountain Financial Portfolio holdings
AUM
$106M
1-Year Est. Return
20.08%
This Fund
S&P 500
This Quarter
Est. Return
+2.32%
1 Year Est. Return
+20.08%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$106M
AUM Growth
+$4.28M
(+4.2%)
Cap. Flow
+$2.84M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
46.35%
Holding
80
New
4
Increased
35
Reduced
25
Closed
1
Top Buys
Top Sells
| 1 |
Walmart Inc
WMT
|
+$349K |
| 2 |
iShares Russell 2500 ETF
SMMD
|
+$220K |
| 3 |
Fidelity Total Bond ETF
FBND
|
+$178K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$146K |
| 5 |
NVIDIA
NVDA
|
+$106K |
Sector Composition
| 1 | Technology | 12.44% |
| 2 | Financials | 4.47% |
| 3 | Industrials | 3.47% |
| 4 | Consumer Staples | 2.96% |
| 5 | Communication Services | 2.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
| $215K | 0.2% |
+4,304
| New | +$214K |
|
77
JPMorgan US Tech Leaders ETF
JTEK
$4.33B
| $205K | 0.19% |
2,583
+19
| +0.7% | +$1.63K |
|
78
Shell
SHEL
$235B
| $205K | 0.19% |
+2,203
| New | +$178K |
|
79
Vistra
VST
$54B
| $201K | 0.19% |
1,337
-484
| -27% | -$78.3K |
|
|
80
iShares Russell 2500 ETF
SMMD
$3.57B
| – | – |
-2,931
| Closed | -$220K |
|
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