StockDriftsStockDriftsTop 50 RM Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 9.52% | 307.6K | $11.0M | -0.10%(-300) | $35.15(+7.78%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 9.22% | 115.3K | $10.7M | +2.77%(+3.11K) | $81.13(+0.51%) | 2026-03-31 | |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 7.22% | 281.0K | $8.4M | -0.35%(-977) | $30.30(+8.81%) | 2026-03-31 | |
| SLV | ISHARES SILVER TR | 5.48% | 93.2K | $6.4M | -13.04%(-13.99K) | $53.39(+3.04%) | 2026-03-31 | |
| PPA | INVESCO EXCHANGE TRADED FD T | 5.08% | 35.6K | $5.9M | +16.26%(+4.98K) | $156.76(+15.52%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.37% | 119.0K | $5.1M | +11.83%(+12.59K) | $42.86(+14.20%) | 2026-03-31 | |
| CGVV | CAPITAL GROUP EQUITY ETF TR | 4.32% | 187.4K | $5.0M | +2.96%(+5.38K) | $26.67(+15.21%) | 2026-03-31 | |
| RSPU | INVESCO EXCHANGE TRADED FD T | 3.53% | 50.4K | $4.1M | +22.33%(+9.20K) | $76.13(+7.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.38% | 15.4K | $3.9M | -2.11%(-333) | $263.24(+17.24%) | 2026-03-31 | |
| KBWP | INVESCO EXCH TRADED FD TR II | 3.27% | 31.8K | $3.8M | +35.43%(+8.32K) | $124.88(+7.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.47% | +4.47% |
| Top 20 Holdings Unweighted | -4.79% | -13.69% |
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