RFMS
RWQ Financial Management Services Portfolio holdings
AUM
$217M
1-Year Est. Return
56.68%
This Fund
S&P 500
1 Year Est. Return
+56.68%
AUM
$230M
AUM Growth
-$7.19M
(-3%)
Holding
26
Top Buys
| 1 | +$23.1M | |
| 2 | +$7.85M | |
| 3 | +$5.08M | |
| 4 |
Oracle
ORCL
|
+$5.01M |
| 5 |
CRWV
CoreWeave Inc
CRWV
|
+$3.93M |
Top Sells
| 1 | +$15.8M | |
| 2 | +$8.83M | |
| 3 | +$8.32M | |
| 4 |
Microsoft
MSFT
|
+$7.17M |
| 5 |
Tesla
TSLA
|
+$5.98M |
Sector Composition
| 1 | Technology | 44.86% |
| 2 | Consumer Discretionary | 17.38% |
| 3 | Communication Services | 13.45% |
| 4 | Industrials | 11.18% |
| 5 | Utilities | 7.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Palantir
PLTR
$350B
| – | – |
-40,950
|
|