We are live on
!
Find out more
RFS
Richardson Financial Services Portfolio holdings
AUM
$160M
1-Year Est. Return
16.81%
This Fund
S&P 500
1 Year Est. Return
+16.81%
AUM
$149M
AUM Growth
+$17.5M
(+13%)
Holding
650
Top Buys
| 1 | +$1.85M | |
| 2 | +$1.71M | |
| 3 | +$1.21M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.02M |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$916K |
Top Sells
| 1 | +$2.02M | |
| 2 | +$977K | |
| 3 | +$868K | |
| 4 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$863K |
| 5 |
State Street SPDR Portfolio Europe ETF
SPEU
|
+$653K |
Sector Composition
| 1 | Technology | 13.2% |
| 2 | Financials | 6.9% |
| 3 | Consumer Discretionary | 4.53% |
| 4 | Industrials | 3.73% |
| 5 | Communication Services | 3.52% |