RF
Resolute Financial Portfolio holdings
AUM
$118M
This Quarter Return
-3.45%
1 Year Return
-11.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(-8.1%)
Cap. Flow
-$5.85M
Cap. Flow
% of AUM
-4.76%
Top 10 Holdings %
Top 10 Hldgs %
47.1%
Holding
122
New
6
Increased
53
Reduced
40
Closed
9
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.02M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$588K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$396K |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
$305K |
| 5 |
Schwab US TIPS ETF
SCHP
|
$263K |
Top Sells
Sector Composition
| 1 | Technology | 4.67% |
| 2 | Financials | 4.25% |
| 3 | Healthcare | 3.34% |
| 4 | Consumer Discretionary | 2.71% |
| 5 | Consumer Staples | 1.54% |
