RIA

Rushmore Investment Advisors Portfolio holdings

AUM $491M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$31.3M
2 +$27.4M
3 +$21M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.9M
5
EFG icon
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%