RCI
RS Crum Inc Portfolio holdings
AUM
$371M
This Quarter Return
+4.91%
1 Year Return
+4.99%
3 Year Return
+9.95%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.56%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$32.7M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$25.1M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$14.8M |
| 4 |
Dimensional US Equity ETF
DFUS
|
$12.6M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$9.69M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.04% |
| 2 | Communication Services | 3.71% |
| 3 | Energy | 1.96% |
| 4 | Industrials | 1.76% |
| 5 | Real Estate | 1.3% |
