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
626
$403K ﹤0.01%
7,755
-3,619
627
$403K ﹤0.01%
7,898
-1,333
628
$397K ﹤0.01%
646
629
$394K ﹤0.01%
49,928
-7,859
630
$391K ﹤0.01%
11,244
-1,822
631
$388K ﹤0.01%
5,226
-80
632
$387K ﹤0.01%
6,943
-286
633
$387K ﹤0.01%
7,483
+613
634
$385K ﹤0.01%
12,285
-5,802
635
$384K ﹤0.01%
5,509
-220
636
$383K ﹤0.01%
7,373
-747
637
$381K ﹤0.01%
16,720
-2,129
638
$381K ﹤0.01%
21,573
+1,197
639
$380K ﹤0.01%
3,623
-727
640
$378K ﹤0.01%
8,123
+2,556
641
$377K ﹤0.01%
11,837
-5,509
642
$377K ﹤0.01%
7,920
-16,858
643
$375K ﹤0.01%
22,119
+261
644
$375K ﹤0.01%
3,613
-8,899
645
$374K ﹤0.01%
13,675
-1,030
646
$372K ﹤0.01%
14,398
-987
647
$372K ﹤0.01%
2,176
-217
648
$371K ﹤0.01%
13,694
+1,979
649
$371K ﹤0.01%
17,000
650
$370K ﹤0.01%
5,118
-797
24 25
26
27 28