RFO

RiverGlades Family Offices Portfolio holdings

AUM $152M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$225K
2 +$212K
3 +$118K
4
SLB icon
SLB Ltd
SLB
+$104K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.6K

Sector Composition

1 Technology 3.55%
2 Healthcare 2.04%
3 Energy 1.86%
4 Consumer Staples 1.56%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$196K 0.15%
1,000
-415
77
$171K 0.13%
17,850
78
$86K 0.07%
12,000
+1,000
79
$9K 0.01%
18,750
80
$6K ﹤0.01%
10,900
81
-1,600