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
$324M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$10.7M
3 +$3.6M
4
GLD icon
SPDR Gold Trust
GLD
+$3.29M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.66M

Top Sells

1 +$7.99M
2 +$4.74M
3 +$2.39M
4
REET icon
iShares Global REIT ETF
REET
+$711K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$630K

Sector Composition

1 Technology 2.45%
2 Industrials 1.44%
3 Energy 1.27%
4 Communication Services 1.21%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$382K 0.12%
19,269
52
$379K 0.12%
10,049
+29
53
$369K 0.11%
6,675
54
$368K 0.11%
2,470
-2
55
$361K 0.11%
7,042
56
$361K 0.11%
2,450
57
$348K 0.11%
526
+75
58
$342K 0.11%
2,007
-9
59
$342K 0.11%
2,089
+9
60
$339K 0.1%
1,366
61
$330K 0.1%
931
62
$328K 0.1%
3,415
-1,025
63
$323K 0.1%
+3,350
64
$311K 0.1%
3,700
65
$299K 0.09%
2,903
-349
66
$296K 0.09%
10,319
+10
67
$293K 0.09%
1,999
68
$290K 0.09%
8,620
-300
69
$282K 0.09%
1,817
-33
70
$275K 0.08%
6,805
-700
71
$250K 0.08%
+962
72
$250K 0.08%
7,272
-520
73
$249K 0.08%
2,650
74
$245K 0.08%
9,087
-2,470
75
$226K 0.07%
1,862