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RFCI

RiverFront Dynamic Core Income ETF
1W: -0.3% 1M: -2.1% 3M: -1.0% YTD: -0.6% 1Y: +3.2% 3Y: +13.4% 5Y: +5.8%
$22.34
+0.07 (+0.31%)
After Hours: $22.36 (+0.02, +0.07%)
ETF AMEX · AUM $16.0M
ETF-Level Metrics
AUM$16M
Holdings109
Top 10 Wt28.9%
Beta0.81
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 109 92.0%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 109 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 United States Treasury Bond 2.75 02/15/2028 Bond 9128283W 6.41% $5.8M 5,490,000
2 United States Treasury Bond 1.875 02/15/2041 Bond 912810SW 5.21% $4.7M 4,953,000
3 United States Treasury Note 3.00 10/31/2025 Bond 9128285J 3.18% $2.9M 2,744,000
4 United States Treasury Bond 1.875 02/15/2051 Bond 912810SU 2.12% $1.9M 2,028,000
5 Citigroup Inc. 4.45 09/29/2027 Private 172967KA 2.01% $1.8M 1,674,000
6 Bausch Health Cos. Inc. 6.125 02/01/2027 Private 071734AP 2.00% $1.8M 1,800,000
7 Marathon Oil Corp. 4.40 07/15/2027 Private 565849AP 2.00% $1.8M 1,688,000
8 FS KKR Capital Corp. 4.25 02/14/2025 Private 30313RAA 1.98% $1.8M 1,753,000
9 Iron Mountain Inc. 4.875 09/15/2027 Private 46284VAC 1.98% $1.8M 1,787,000
10 Broadcom Inc. 3.137 11/15/2035 Private 11135FBP 1.97% $1.8M 1,878,000
11 HSBC Holdings PLC 4.375 11/23/2026 Private 404280BH 1.97% $1.8M 1,674,000
12 Ford Motor Co. 9.625 04/22/2030 Private 345370CX 1.96% $1.8M 1,263,000
13 CubeSmart LP 2.25 12/15/2028 Private 22966RAH 1.96% $1.8M 1,832,000
14 Dollar Tree Inc. 2.65 12/01/2031 Private 256746AJ 1.96% $1.8M 1,832,000
15 United States Treasury Note 2.875 10/31/2023 Bond 9128285K 1.86% $1.7M 1,643,000
16 AT&T Inc. 2.55 12/01/2033 Private 00206RMM 1.70% $1.5M 1,622,000
17 U.S. Treasury Bond 2.00 08/15/2051 Bond 912810SZ 1.68% $1.5M 1,556,000
18 United States Treasury Bond 1.25 08/15/2031 Bond 91282CCS 1.64% $1.5M 1,556,000
19 Bank of America Corp. 4.25 10/22/2026 Private 06051GFL 1.60% $1.5M 1,344,000
20 Wells Fargo & Co. 3.00 04/22/2026 Private 949746RW 1.35% $1.2M 1,195,000
21 United States Treasury Bond 2.75 11/15/2047 Bond 912810RZ 1.27% $1.2M 1,028,000
22 JPMorgan Chase & Co. 4.25 10/01/2027 Private 46625HNJ 1.26% $1.1M 1,046,000
23 Anheuser-Busch InBev Worldwide Inc. 4.00 04/13/2028 Private 035240AL 1.22% $1.1M 1,016,000
24 DuPont de Nemours Inc. 4.725 11/15/2028 Private 26078JAD 1.10% $997,375 884,000
25 Boeing Co. 5.15 05/01/2030 Private 097023CY 1.10% $1.0M 884,000
26 Walt Disney Co. 2.00 09/01/2029 Private 254687FL 1.07% $972,735 1,002,000
27 Sirius XM Radio Inc. 3.125 09/01/2026 Private 82967NBL 1.07% $972,641 1,002,000
28 Comcast Corp. 4.15 10/15/2028 Private 20030NCT 1.07% $969,959 878,000
29 United States Treasury Bond 3.875 08/15/2040 Bond 912810QK 1.06% $959,800 752,300
30 HCA Inc. 5.375 09/01/2026 Private 404121AH 1.06% $960,245 884,000
31 Charter Communications Operating LLC / Charter Communications Operating Capital 4.908 07/23/2025 Private 161175AY 1.05% $956,297 884,000
32 Apple Inc. 3.20 05/11/2027 Private 037833CR 1.03% $933,436 884,000
33 PNC Financial Services Group Inc. 3.45 04/23/2029 Private 693475AW 1.02% $926,839 869,000
34 AbbVie Inc. 3.20 11/21/2029 Private 00287YBX 1.01% $917,349 884,000
35 Blackstone Private Credit Fund 3.25 03/15/2027 Private 09261HAJ 1.01% $921,698 941,000
36 General Motors Financial Co. Inc. 3.60 06/21/2030 Private 37045XCY 0.99% $898,733 869,000
37 Goodyear Tire & Rubber Co. 4.875 03/15/2027 Private 382550BG 0.99% $902,652 884,000
38 Shell International Finance BV 2.75 04/06/2030 Private 822582CG 0.99% $900,924 884,000
39 Goldman Sachs Group Inc. 5.95 01/15/2027 Private 38141GES 0.96% $872,877 756,000
40 Oracle Corp. 3.25 11/15/2027 Private 68389XBN 0.96% $869,292 845,000
41 DaVita Inc. 4.625 06/01/2030 Private 23918KAS 0.96% $869,586 884,000
42 Hess Midstream Operations LP 4.25 02/15/2030 Private 428102AE 0.95% $863,898 884,000
43 Nordstrom Inc. 4.25 08/01/2031 Private 655664AY 0.92% $834,054 884,000
44 Microsoft Corp. 3.30 02/06/2027 Private 594918BY 0.88% $799,513 749,000
45 Citigroup Inc. 6.625 06/15/2032 Private 172967BL 0.80% $722,842 558,000
46 Verizon Communications Inc. 2.355 03/15/2032 Private 92343VGM 0.78% $709,287 743,000
47 Bristol-Myers Squibb Co. 3.25 02/27/2027 Private 110122BB 0.72% $650,481 616,000
48 JPMorgan Chase & Co. 3M US L + 1.23 10/24/2023 Private 46625HRW 0.69% $628,746 624,000
49 Mizuho Financial Group Inc. 3M US L + 1.00 09/11/2024 Private 60687YAU 0.61% $557,146 552,000
50 Morgan Stanley 3M US L + 1.40 10/24/2023 Private 61746BEC 0.61% $556,463 552,000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms