RIA
Rushmore Investment Advisors Portfolio holdings
AUM
$491M
This Quarter Return
+1.51%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$491M
AUM Growth
–
Cap. Flow
+$491M
Cap. Flow
% of AUM
100%
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
|
$31.3M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$27.4M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$21M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$18.9M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.19% |
| 2 | Consumer Discretionary | 7.74% |
| 3 | Financials | 7.62% |
| 4 | Healthcare | 7.39% |
| 5 | Energy | 6.61% |
