RB

Renasant Bank Portfolio holdings

AUM $150M
1-Year Est. Return 13.54%
This Quarter Est. Return
1 Year Est. Return
+13.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.87M
3
+$1.61M
4
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.36M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$1.01M

Top Sells

1
+$3.4M
2
+$988K
3
+$816K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$790K
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$771K

Sector Composition

1 Technology 12.61%
2 Healthcare 6.34%
3 Financials 5.76%
4 Industrials 5.07%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.03%
8,364
-790
27
$1.54M 1%
2,608
-1,342
28
$1.53M 0.99%
12,239
-511
29
$1.53M 0.99%
16,811
-1,197
30
$1.46M 0.94%
26,169
31
$1.44M 0.94%
32,778
+21,688
32
$1.43M 0.93%
16,103
-1,051
33
$1.4M 0.91%
10,835
+57
34
$1.3M 0.84%
7,328
+210
35
$1.28M 0.83%
5,347
-101
36
$1.27M 0.83%
4,425
+302
37
$1.22M 0.79%
3,144
+1,672
38
$1.22M 0.79%
3,676
+76
39
$1.22M 0.79%
9,060
+1,373
40
$1.17M 0.76%
10,795
-347
41
$1.17M 0.76%
7,141
42
$1.17M 0.76%
6,322
+1,939
43
$1.17M 0.76%
8,620
-594
44
$1.12M 0.72%
10,369
+493
45
$1.1M 0.71%
10,298
46
$1.09M 0.71%
89,819
-2,000
47
$1.09M 0.7%
2,061
+175
48
$1.06M 0.69%
3,369
-272
49
$1.04M 0.68%
1,351
-45
50
$1.04M 0.68%
10,000
1
2
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