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
551
$512K 0.01%
1,905
552
$511K 0.01%
31,750
553
$511K 0.01%
6,897
-1,252
554
$510K 0.01%
4,516
+2,482
555
$510K 0.01%
10,220
+106
556
$510K 0.01%
4,280
-25
557
$510K 0.01%
12,677
-1,907
558
$507K 0.01%
12,525
559
$506K 0.01%
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560
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8,867
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561
$504K 0.01%
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562
$503K 0.01%
2,095
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563
$502K 0.01%
4,381
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564
$502K 0.01%
+81,884
565
$501K 0.01%
9,526
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566
$501K 0.01%
15,412
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$500K 0.01%
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$500K 0.01%
19,606
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$498K 0.01%
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570
$495K 0.01%
63,516
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571
$493K 0.01%
4,067
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572
$492K 0.01%
10,691
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573
$491K 0.01%
10,000
574
$491K 0.01%
8,826
-4,607
575
$491K 0.01%
27,965
21 22
23
24 25