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
$367M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.75M
3
+$5.14M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.88M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

1
+$1.46M
2
+$245K
3
+$201K
4
REET icon
iShares Global REIT ETF
REET
+$168K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$73.5K

Sector Composition

1 Technology 2.33%
2 Industrials 1.38%
3 Communication Services 1.27%
4 Energy 1.26%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.44%
27,805
-200
27
$1.58M 0.43%
4,325
-105
28
$1.55M 0.42%
19,321
29
$1.47M 0.4%
33,970
+9
30
$1.34M 0.37%
9,783
-145
31
$1.33M 0.36%
8,180
32
$1.1M 0.3%
19,025
-25,175
33
$1.1M 0.3%
8,315
34
$914K 0.25%
10,110
-330
35
$883K 0.24%
12,312
36
$872K 0.24%
4,546
-129
37
$847K 0.23%
5,000
38
$763K 0.21%
4,825
-70
39
$726K 0.2%
14,551
40
$669K 0.18%
5,757
+16
41
$654K 0.18%
2,300
-1
42
$580K 0.16%
3,709
43
$526K 0.14%
4,899
+1
44
$518K 0.14%
26,287
45
$498K 0.14%
952
+1
46
$496K 0.14%
5,730
-225
47
$494K 0.13%
14,119
-540
48
$464K 0.13%
956
+25
49
$461K 0.13%
1,203
+1
50
$445K 0.12%
8,871
1
2
3 4