RCA
Ranch Capital Advisors Portfolio holdings
AUM
$231M
1-Year Return
21.91%
This Quarter Return
-0.34%
1 Year Return
+21.91%
3 Year Return
+81.18%
5 Year Return
+131.39%
10 Year Return
–
AUM
$160M
AUM Growth
-$6.13M
(-3.7%)
Cap. Flow
+$29.2M
Cap. Flow
% of AUM
18.24%
Top 10 Holdings %
Top 10 Hldgs %
24.32%
Holding
947
New
163
Increased
168
Reduced
70
Closed
185
Top Buys
| 1 |
Microsoft
MSFT
|
$7.14M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$5.22M |
| 3 |
Broadcom
AVGO
|
$1.76M |
| 4 |
International Paper
IP
|
$1.21M |
| 5 |
Procter & Gamble
PG
|
$1.15M |
Top Sells
Sector Composition
| 1 | Technology | 17.95% |
| 2 | Financials | 8.89% |
| 3 | Consumer Discretionary | 6.9% |
| 4 | Healthcare | 6.2% |
| 5 | Communication Services | 4.91% |
