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RFC

Regions Financial Corp Portfolio holdings

AUM $15.4B
1-Year Est. Return 21.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.7%
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
+$28M
2
+$23.4M
3
+$23.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.5M

Top Sells

1
+$47.1M
2
+$30.7M
3
+$28.1M
4
DINO icon
HF Sinclair
DINO
+$19.8M
5
WFC icon
Wells Fargo
WFC
+$18.6M

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
2001
$0 ﹤0.01%
4
2002
– –
-119
2003
– –
-32
2004
– –
-21
2005
– –
-141
2006
– –
-3,720
2007
– –
-6,468
2008
$0 ﹤0.01%
2
2009
– –
-4,578
2010
– –
-353
2011
– –
-6
2012
– –
-262
2013
– –
-72
2014
$0 ﹤0.01%
+25
2015
– –
-443
2016
– –
-334
2017
– –
-112
2018
– –
-419
2019
$0 ﹤0.01%
200
2020
$0 ﹤0.01%
1
2021
$0 ﹤0.01%
35
-400
2022
$0 ﹤0.01%
29
2023
– –
-1,000
2024
– –
-192
2025
– –
-60
79 80
81
82 83