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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
$131M
AUM Growth
-$10.9M
(-7.7%)
Holding
652
Top Buys
| 1 | +$1.3M | |
| 2 | +$1.01M | |
| 3 | +$953K | |
| 4 |
State Street SPDR Portfolio Europe ETF
SPEU
|
+$641K |
| 5 |
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
+$450K |
Top Sells
| 1 | +$2.1M | |
| 2 | +$1.69M | |
| 3 | +$1.59M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.32M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$948K |
Sector Composition
| 1 | Technology | 12.56% |
| 2 | Financials | 7.25% |
| 3 | Consumer Discretionary | 4.69% |
| 4 | Healthcare | 4.22% |
| 5 | Communication Services | 3.86% |