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
501
$626K 0.01%
5,818
-1,209
502
$624K 0.01%
14,896
+219
503
$622K 0.01%
8,082
-446
504
$621K 0.01%
45,687
505
$618K 0.01%
8,586
-630
506
$616K 0.01%
10,187
+7,571
507
$611K 0.01%
6,151
-521
508
$609K 0.01%
27,450
509
$608K 0.01%
24,894
+2,468
510
$606K 0.01%
16,215
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511
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29,183
-3,232
512
$600K 0.01%
17,224
-1,059
513
$600K 0.01%
10,289
+1,854
514
$599K 0.01%
11,862
-1,167
515
$594K 0.01%
3,189
-60
516
$585K 0.01%
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517
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25,177
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518
$582K 0.01%
6,040
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519
$579K 0.01%
28,490
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520
$578K 0.01%
6,550
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521
$578K 0.01%
20,778
-2,422
522
$578K 0.01%
18,530
-46
523
$576K 0.01%
3,009
-1,135
524
$574K 0.01%
22,623
525
$569K 0.01%
11,325
-356
19 20
21
22 23