RFS

RM Financial Services Portfolio holdings

AUM $113M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$9.22M
3 +$8.54M
4
SLV icon
iShares Silver Trust
SLV
+$5.37M
5
CGVV
Capital Group U.S. Large Value ETF
CGVV
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.05%
2 Industrials 3.81%
3 Financials 3.57%
4 Consumer Staples 3.19%
5 Consumer Discretionary 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CGEN icon
76
Compugen
CGEN
$165M
$17.7K 0.02%
+11,580