RF
Resolute Financial Portfolio holdings
AUM
$118M
This Quarter Return
-4.89%
1 Year Return
-11.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(-8.4%)
Cap. Flow
-$3.79M
Cap. Flow
% of AUM
-3.59%
Top 10 Holdings %
Top 10 Hldgs %
46.89%
Holding
121
New
2
Increased
45
Reduced
48
Closed
19
Top Buys
Top Sells
| 1 |
Procter & Gamble
PG
|
$370K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$313K |
| 3 |
GSK
GSK
|
$289K |
| 4 |
Walt Disney
DIS
|
$255K |
| 5 |
RTX Corp
RTX
|
$233K |
Sector Composition
| 1 | Financials | 4.19% |
| 2 | Technology | 3.85% |
| 3 | Healthcare | 2.61% |
| 4 | Consumer Discretionary | 1.83% |
| 5 | Energy | 1.01% |
