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RIA
Rushmore Investment Advisors Portfolio holdings
AUM
$491M
This Fund
S&P 500
This Quarter
Est. Return
+1.51%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$491M
AUM Growth
–
Cap. Flow
+$495M
Cap. Flow
% of AUM
100.82%
Top 10 Holdings %
Top 10 Hldgs %
35.85%
Holding
197
New
197
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$31.2M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$27.6M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$21M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$18.8M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$18.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.19% |
| 2 | Consumer Discretionary | 7.74% |
| 3 | Financials | 7.51% |
| 4 | Healthcare | 7.39% |
| 5 | Energy | 6.61% |
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