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
$382M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1 +$7.8M
2 +$4.38M
3 +$2.21M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.19M
5
AAPL icon
Apple
AAPL
+$1.76M

Top Sells

1 +$7.64M
2 +$1.96M
3 +$494K
4
GLD icon
SPDR Gold Trust
GLD
+$439K
5
REET icon
iShares Global REIT ETF
REET
+$179K

Sector Composition

1 Technology 3.11%
2 Consumer Discretionary 2.34%
3 Industrials 1.6%
4 Energy 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$284K 0.07%
+314
77
$279K 0.07%
+552
78
$275K 0.07%
6,038
-767
79
$270K 0.07%
6,512
80
$269K 0.07%
2,650
81
$266K 0.07%
8,958
-1,399
82
$261K 0.07%
7,272
83
$257K 0.07%
1,862
84
$252K 0.07%
962
85
$251K 0.07%
1,266
-75
86
$233K 0.06%
+2,420
87
$221K 0.06%
+1,214
88
$218K 0.06%
7,804
89
$218K 0.06%
+2,721
90
$201K 0.05%
+640
91
$191K 0.05%
15,240
+179
92
$52.7K 0.01%
2,196
+2,106
93
$49.6K 0.01%
+20,001
94
$44K 0.01%
+534,848
95
$43.1K 0.01%
10,000
96
-14,119