RCA

Ranch Capital Advisors Portfolio holdings

AUM $231M
1-Year Est. Return 21.91%
This Quarter Est. Return
1 Year Est. Return
+21.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$855K
3 +$848K
4
GLD icon
SPDR Gold Trust
GLD
+$594K
5
CVX icon
Chevron
CVX
+$403K

Top Sells

1 +$1.11M
2 +$621K
3 +$550K
4
SO icon
Southern Company
SO
+$516K
5
VLO icon
Valero Energy
VLO
+$401K

Sector Composition

1 Technology 9.73%
2 Financials 7.39%
3 Healthcare 6.47%
4 Consumer Staples 6.07%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$42K 0.03%
+6,800
302
$42K 0.03%
+675
303
$41K 0.03%
+660
304
$41K 0.03%
+2,650
305
$41K 0.03%
+638
306
$40K 0.03%
+250
307
$39K 0.03%
+2,141
308
$39K 0.03%
+1,900
309
$39K 0.03%
+380
310
$39K 0.03%
+899
311
$39K 0.03%
+3,931
312
$38K 0.03%
+273
313
$38K 0.03%
+913
314
$38K 0.03%
+319
315
$37K 0.03%
+292
316
$36K 0.03%
+500
317
$36K 0.03%
+440
318
$36K 0.03%
+598
319
$35K 0.03%
+826
320
$35K 0.03%
+2,770
321
$35K 0.03%
+1,315
322
$34K 0.03%
+177
323
$34K 0.03%
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324
$34K 0.03%
+844
325
$33K 0.03%
+833