RCI

RS Crum Inc Portfolio holdings

AUM $417M
1-Year Est. Return 11.43%
This Quarter Est. Return
1 Year Est. Return
+11.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$25.1M
3
+$14.8M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$12.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.69M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.04%
2 Communication Services 3.71%
3 Energy 1.96%
4 Industrials 1.76%
5 Real Estate 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.78%
+45,908
27
$1.28M 0.71%
+20,169
28
$1.13M 0.62%
+16,440
29
$1.09M 0.6%
+20,254
30
$890K 0.49%
+4,305
31
$854K 0.47%
+4,671
32
$822K 0.45%
+26,288
33
$726K 0.4%
+4,243
34
$721K 0.4%
+7,130
35
$695K 0.38%
+19,269
36
$679K 0.38%
+1,429
37
$638K 0.35%
+13,457
38
$593K 0.33%
+3,709
39
$590K 0.33%
+14,544
40
$582K 0.32%
+4,505
41
$533K 0.29%
+2,371
42
$524K 0.29%
+10,091
43
$522K 0.29%
+5,491
44
$462K 0.26%
+4,298
45
$456K 0.25%
+2,656
46
$441K 0.24%
+1,251
47
$434K 0.24%
+3,203
48
$416K 0.23%
+6,700
49
$379K 0.21%
+2,010
50
$356K 0.2%
+9,109
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