RCI
RS Crum Inc Portfolio holdings
AUM
$371M
1-Year Return
4.99%
This Quarter Return
+6.31%
1 Year Return
+4.99%
3 Year Return
+9.95%
5 Year Return
–
10 Year Return
–
AUM
$427M
AUM Growth
+$45.2M
(+12%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
5.06%
Top 10 Holdings %
Top 10 Hldgs %
73.17%
Holding
97
New
2
Increased
36
Reduced
29
Closed
3
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$692K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$130K |
| 3 |
NVIDIA
NVDA
|
$124K |
| 4 |
Apple
AAPL
|
$110K |
| 5 |
iShares Global REIT ETF
REET
|
$80.2K |
Sector Composition
| 1 | Technology | 2.82% |
| 2 | Consumer Discretionary | 2.06% |
| 3 | Industrials | 1.58% |
| 4 | Energy | 1.13% |
| 5 | Communication Services | 1.07% |
