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
801
$224K ﹤0.01%
3,970
+164
802
$223K ﹤0.01%
2,354
-160
803
$221K ﹤0.01%
1,414
-82
804
$221K ﹤0.01%
7,033
-203
805
$220K ﹤0.01%
16,000
+1,000
806
$219K ﹤0.01%
6,631
+2,710
807
$219K ﹤0.01%
6,228
808
$219K ﹤0.01%
22,796
+792
809
$218K ﹤0.01%
4,572
-340
810
$218K ﹤0.01%
11,344
-201
811
$216K ﹤0.01%
1,725
+31
812
$215K ﹤0.01%
1,597
-28
813
$214K ﹤0.01%
4,800
814
$212K ﹤0.01%
2,000
815
$212K ﹤0.01%
7,973
+661
816
$212K ﹤0.01%
4,178
+196
817
$208K ﹤0.01%
4,795
-235
818
$208K ﹤0.01%
6,035
819
$206K ﹤0.01%
5,152
-101
820
$206K ﹤0.01%
884
-222
821
$204K ﹤0.01%
1,574
-1
822
$203K ﹤0.01%
5,278
-254
823
$202K ﹤0.01%
3,603
+246
824
$202K ﹤0.01%
1,361
+2
825
$202K ﹤0.01%
1,311
-30
31 32
33
34 35