RCI
RS Crum Inc Portfolio holdings
AUM
$517M
1-Year Est. Return
16.68%
This Fund
S&P 500
1 Year Est. Return
+16.68%
AUM
$517M
AUM Growth
+$16.5M
(+3.3%)
Holding
104
Top Buys
| 1 | +$5.76M | |
| 2 | +$4.19M | |
| 3 | +$1.63M | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$1.13M |
| 5 |
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
|
+$948K |
Top Sells
| 1 | +$2.53M | |
| 2 | +$1.89M | |
| 3 | +$626K | |
| 4 |
Boeing
BA
|
+$426K |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$357K |
Sector Composition
| 1 | Technology | 2.44% |
| 2 | Consumer Discretionary | 1.97% |
| 3 | Industrials | 1.44% |
| 4 | Energy | 1.19% |
| 5 | Communication Services | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Ford
F
$51.6B
| $192K | 0.04% |
16,657
+177
|
|
||
102
Calidi Biotherapeutics
CLDI
$3M
| $9.61K | ﹤0.01% |
40,256
+20,000
|
|
||
|
103
Boeing
BA
$176B
| – | – |
-1,964
|
|
||
104
Wells Fargo
WFC
$249B
| – | – |
-2,267
|
|