RH

RFG Holdings Portfolio holdings

AUM $388M
1-Year Est. Return 18.21%
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.36%
2 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$252K 0.16%
+1,188
27
$200K 0.13%
+11,544