RMF
Red Mountain Financial Portfolio holdings
AUM
$90.1M
This Quarter Return
+2.75%
1 Year Return
+12.64%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$82.9M
AUM Growth
–
Cap. Flow
+$82.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.1%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$8.85M |
| 2 |
Apple
AAPL
|
$4.55M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$4.08M |
| 4 |
JPMorgan Income ETF
JPIE
|
$3.67M |
| 5 |
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% |
