RF

Resolute Financial Portfolio holdings

AUM $118M
1-Year Est. Return 11.76%
This Quarter Est. Return
1 Year Est. Return
-11.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.6M
3
+$11.3M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.57M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$3.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.61%
2 Financials 3.45%
3 Healthcare 3.03%
4 Consumer Discretionary 2.8%
5 Consumer Staples 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$583K 0.44%
+3,352
52
$580K 0.43%
+11,171
53
$578K 0.43%
+23,906
54
$572K 0.43%
+10,160
55
$568K 0.42%
+11,272
56
$565K 0.42%
+6,250
57
$560K 0.42%
+4,567
58
$532K 0.4%
+6,363
59
$517K 0.39%
+2,289
60
$504K 0.38%
+19,657
61
$495K 0.37%
+4,268
62
$492K 0.37%
+1,836
63
$481K 0.36%
+7,437
64
$479K 0.36%
+3,397
65
$474K 0.35%
+6,172
66
$474K 0.35%
+2,731
67
$464K 0.35%
+2,929
68
$458K 0.34%
+2,061
69
$446K 0.33%
+7,974
70
$442K 0.33%
+5,623
71
$437K 0.33%
+3,020
72
$437K 0.33%
+3,272
73
$402K 0.3%
+5,250
74
$397K 0.3%
+5,225
75
$389K 0.29%
+3,009
1 2
3
4 5