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
76
$386K 0.29%
+5,866
77
$383K 0.29%
+11,027
78
$364K 0.27%
+14,004
79
$360K 0.27%
+31,211
80
$360K 0.27%
+11,452
81
$350K 0.26%
+2,100
82
$341K 0.25%
+3,186
83
$327K 0.24%
+2,224
84
$323K 0.24%
+3,198
85
$318K 0.24%
+2,294
86
$312K 0.23%
+2,103
87
$306K 0.23%
+1,868
88
$304K 0.23%
+1,041
89
$299K 0.22%
+1,238
90
$297K 0.22%
+5,749
91
$290K 0.22%
+1,873
92
$290K 0.22%
+5,739
93
$286K 0.21%
+980
94
$286K 0.21%
+5,184
95
$280K 0.21%
+5,892
96
$280K 0.21%
+5,722
97
$279K 0.21%
+4,732
98
$266K 0.2%
+1,056
99
$262K 0.2%
+4,373
100
$261K 0.2%
+4,124
1 2 3
4
5