RFC

Regions Financial Corp Portfolio holdings

AUM $15.4B
1-Year Est. Return 16.38%
This Quarter Est. Return
1 Year Est. Return
+16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.91B
AUM Growth
-$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$23.2M
3
+$22.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.8M

Top Sells

1
+$47.1M
2
+$29.5M
3
+$26.5M
4
DINO icon
HF Sinclair
DINO
+$20.4M
5
WFC icon
Wells Fargo
WFC
+$16.4M

Sector Composition

1 Financials 17.2%
2 Industrials 11.25%
3 Technology 8.16%
4 Healthcare 7.57%
5 Consumer Staples 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$714K 0.01%
6,821
+3,302
477
$714K 0.01%
7,072
-2,397
478
$708K 0.01%
6,454
-251
479
$698K 0.01%
17,696
-888
480
$696K 0.01%
29,410
-1,226
481
$693K 0.01%
16,845
-263
482
$687K 0.01%
5,950
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483
$686K 0.01%
3,010
+678
484
$671K 0.01%
11,642
-1,300
485
$666K 0.01%
3,875
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486
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20,658
+1,022
487
$654K 0.01%
8,040
-536
488
$653K 0.01%
4,714
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489
$651K 0.01%
25,604
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490
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7,538
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12,050
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26,455
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493
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987
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494
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17,650
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495
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47,425
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496
$631K 0.01%
5,352
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497
$631K 0.01%
17,756
+15,768
498
$629K 0.01%
15,294
499
$627K 0.01%
4,735
+237
500
$626K 0.01%
6,324
+475
18 19
20
21 22