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
601
$450K 0.01%
42,497
602
$448K 0.01%
13,043
-1,599
603
$447K 0.01%
31,513
-9,031
604
$446K 0.01%
27,242
-2,189
605
$445K 0.01%
3,631
-487
606
$441K ﹤0.01%
3,330
-116
607
$441K ﹤0.01%
3,752
-450
608
$434K ﹤0.01%
4,975
-677
609
$434K ﹤0.01%
8,123
610
$433K ﹤0.01%
7,052
-684
611
$429K ﹤0.01%
5,693
612
$427K ﹤0.01%
24,045
-1,020
613
$426K ﹤0.01%
3,289
-459
614
$425K ﹤0.01%
9,306
615
$424K ﹤0.01%
22,300
616
$422K ﹤0.01%
7,565
-757
617
$421K ﹤0.01%
17,231
+67
618
$419K ﹤0.01%
3,147
-168
619
$419K ﹤0.01%
2,734
-135
620
$418K ﹤0.01%
38,915
621
$418K ﹤0.01%
25,435
-5,569
622
$413K ﹤0.01%
3,778
-17
623
$413K ﹤0.01%
11,900
-2,000
624
$412K ﹤0.01%
10,399
-300
625
$404K ﹤0.01%
2,901
+610
23 24
25
26 27