RFS

Richardson Financial Services Portfolio holdings

AUM $149M
1-Year Est. Return 14.47%
This Quarter Est. Return
1 Year Est. Return
+14.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$7.21M
2 +$4.99M
3 +$4.35M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.07M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.79%
2 Financials 6.54%
3 Healthcare 5.15%
4 Consumer Discretionary 4.92%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$43 ﹤0.01%
+3
377
$19 ﹤0.01%
+1