REMPR
Roof Eidam Maycock Peralta (REMP) Portfolio holdings
AUM
$406M
This Quarter Return
+2.9%
1 Year Return
+12.71%
3 Year Return
+47.42%
5 Year Return
+75.47%
10 Year Return
+141.77%
AUM
$244M
AUM Growth
+$244M
(-4%)
Cap. Flow
-$16.3M
Cap. Flow
% of AUM
-6.69%
Top 10 Holdings %
Top 10 Hldgs %
44.51%
Holding
110
New
1
Increased
26
Reduced
33
Closed
5
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$1.98M |
| 2 |
Microsoft
MSFT
|
$1.57M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$1.18M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.05M |
| 5 |
AT&T
T
|
$992K |
Top Sells
Sector Composition
| 1 | Technology | 5.43% |
| 2 | Healthcare | 4.88% |
| 3 | Industrials | 3.36% |
| 4 | Energy | 2.78% |
| 5 | Financials | 2.78% |
