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
$123M
AUM Growth
+$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$632K
2 +$238K
3 +$233K
4
PYPL icon
PayPal
PYPL
+$225K
5
MDT icon
Medtronic
MDT
+$213K

Sector Composition

1 Technology 4.05%
2 Energy 3.1%
3 Healthcare 1.69%
4 Industrials 1.29%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$150K 0.12%
12,500
77
-2,000
78
-3,400
79
-4,005
80
-2,400
81
-4,200