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
$177M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$26.1M
2 +$14.3M
3 +$13.1M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$3.86M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$3.8M

Sector Composition

1 Energy 3.61%
2 Technology 0.95%
3 Consumer Discretionary 0.52%
4 Real Estate 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-41,675
27
-3,848
28
-5,827