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
$195M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$15.6M
3 +$3.96M
4
BND icon
Vanguard Total Bond Market
BND
+$1.61M
5
GLD icon
SPDR Gold Trust
GLD
+$1.43M

Top Sells

1 +$3.28M
2 +$656K
3 +$517K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$461K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$402K

Sector Composition

1 Technology 2.52%
2 Communication Services 2.13%
3 Energy 2.08%
4 Industrials 1.46%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,044
77
-10,000
78
-11,050
79
-12,035
80
-14,659