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
376
$21K 0.02%
+208
377
$20K 0.02%
+450
378
$20K 0.02%
+334
379
$20K 0.02%
+1,000
380
$20K 0.02%
+136
381
$20K 0.02%
+373
382
$20K 0.02%
+500
383
$20K 0.02%
+800
384
$20K 0.02%
+800
385
$19K 0.02%
+375
386
$19K 0.02%
+460
387
$19K 0.02%
+1,004
388
$19K 0.02%
+531
389
$19K 0.02%
+96
390
$19K 0.02%
+203
391
$19K 0.02%
+520
392
$18K 0.01%
+1,645
393
$18K 0.01%
+629
394
$18K 0.01%
+377
395
$18K 0.01%
+665
396
$18K 0.01%
+500
397
$17K 0.01%
+220
398
$17K 0.01%
+309
399
$17K 0.01%
+1,617
400
$17K 0.01%
+255