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Cayla Moore

Rm Financial Services, Llc

Assets Managed
$115.954M
Holdings
75
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
2.91%(2Q avg: 1.46%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Rm Financial Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Rm Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 115.954M in assets, with a quarterly growth rate of 2.91% and a 2-quarter average growth rate of 1.46%. The portfolio is managed by Cayla Moore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGDG
Cap Group Dividend Growers
Recent Activity
Decreased -0.09%
9.53%
$11.044M
307,640 shares@ $35.91 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 2.78%
9.22%
$10.685M
115,281 shares@ $92.7 avg price
CGCV
Cap Group Conservative Eq
Recent Activity
Decreased -0.34%
7.23%
$8.375M
280,958 shares@ $29.82 avg price
SLV
Ishares Silver Trust
Recent Activity
Decreased -13.04%
5.48%
$6.353M
93,234 shares@ $68.15 avg price
PPA
Invesco Aerospace & Defense
Recent Activity
Increased 16.27%
5.09%
$5.895M
35,574 shares@ $165.71 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 11.84%
4.37%
$5.063M
119,007 shares@ $42.55 avg price
CGVV
Cap Group Large Value
Recent Activity
Increased 2.96%
4.33%
$5.013M
187,412 shares@ $26.75 avg price
RSPU
Invesco S&p 500 Equal Weight
Recent Activity
Increased 22.34%
3.53%
$4.087M
50,393 shares@ $81.12 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.11%
3.38%
$3.918M
15,439 shares@ $253.8 avg price
KBWP
Invesco Kbw Property & Casua
Recent Activity
Increased 35.43%
3.27%
$3.786M
31,819 shares@ $118.99 avg price

1-10 of 75