RMF
Red Mountain Financial Portfolio holdings
AUM
$90.1M
This Quarter Return
+8.18%
1 Year Return
+12.64%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$64.7M
AUM Growth
–
Cap. Flow
+$64.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.84%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$8.31M |
| 2 |
Apple
AAPL
|
$4.18M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$3.43M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$3.27M |
| 5 |
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% |
