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
401
$17K 0.01%
+206
402
$16K 0.01%
+440
403
$16K 0.01%
+289
404
$16K 0.01%
+210
405
$16K 0.01%
+449
406
$16K 0.01%
+600
407
$15K 0.01%
+334
408
$15K 0.01%
+188
409
$15K 0.01%
+1,130
410
$15K 0.01%
+606
411
$15K 0.01%
+58
412
$15K 0.01%
+814
413
$15K 0.01%
+235
414
$15K 0.01%
+303
415
$15K 0.01%
+111
416
$14K 0.01%
+170
417
$14K 0.01%
+400
418
$14K 0.01%
+359
419
$14K 0.01%
+4,700
420
$14K 0.01%
+245
421
$13K 0.01%
+500
422
$13K 0.01%
+1,250
423
$13K 0.01%
+747
424
$13K 0.01%
+869
425
$13K 0.01%
+750