RMF
Red Mountain Financial Portfolio holdings
AUM
$102M
1-Year Est. Return
18.09%
This Fund
S&P 500
1 Year Est. Return
+18.09%
AUM
$102M
AUM Growth
+$3.35M
(+3.4%)
Holding
81
Top Buys
| 1 | +$862K | |
| 2 | +$715K | |
| 3 | +$542K | |
| 4 |
T. Rowe Price Floating Rate ETF
TFLR
|
+$541K |
| 5 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$514K |
Top Sells
| 1 | +$665K | |
| 2 | +$316K | |
| 3 | +$296K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$272K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$255K |
Sector Composition
| 1 | Technology | 14.05% |
| 2 | Financials | 5.02% |
| 3 | Industrials | 3.31% |
| 4 | Consumer Staples | 3.1% |
| 5 | Communication Services | 2.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Deere & Co
DE
$171B
| $207K | 0.2% |
444
|
|
||
|
77
iShares Core S&P 500 ETF
IVV
$753B
| – | – |
-406
|
|
||
78
Oracle
ORCL
$418B
| – | – |
-1,052
|
|
||
79
Pinnacle West Capital
PNW
$12B
| – | – |
-2,250
|
|
||
80
Fidelity MSCI Real Estate Index ETF
FREL
$1.42B
| – | – |
-11,365
|
|
||
81
Alphabet (Google) Class C
GOOG
$3.77T
| – | – |
-913
|
|