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
76
$236K 0.06%
1,341
-25
77
$221K 0.06%
1,454
-4
78
$217K 0.06%
7,804
79
$200K 0.05%
15,061
+168
80
$47K 0.01%
10,000
81
$6.13K ﹤0.01%
+90
82
– –
-9,087
1 2 3
4