We are live on ! Find out more
RCA

Ranch Capital Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 22.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$856K
2
+$558K
3
+$240K
4
TAN icon
Invesco Solar ETF
TAN
+$215K
5
VZ icon
Verizon
VZ
+$188K

Top Sells

1
+$1.13M
2
+$1.05M
3
+$663K
4
RIO icon
Rio Tinto
RIO
+$658K
5
AES icon
AES
AES
+$354K

Sector Composition

1 Technology 21.03%
2 Financials 8.87%
3 Consumer Discretionary 7.6%
4 Healthcare 6.09%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-96
427
– –
-675
428
– –
-5,384
429
– –
-2,871
430
– –
-200
431
– –
-1,300
432
– –
-1,778
433
– –
-250
434
– –
-11,396
435
– –
-65
436
– –
-220
437
– –
-31
438
– –
-3,823
439
– –
-280
440
– –
-175
441
– –
-252
442
– –
-179
443
– –
-176
444
– –
-84
445
– –
-509
446
– –
-140
447
– –
-302
448
– –
-44
449
– –
-355
450
– –
-1,155
16 17
18
19 20