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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
$151M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$872K
3
+$826K
4
PNC icon
PNC Financial Services
PNC
+$668K
5
AES icon
AES
AES
+$621K

Top Sells

1
+$672K
2
+$654K
3
+$636K
4
RTX icon
RTX Corp
RTX
+$595K
5
KMI icon
Kinder Morgan
KMI
+$503K

Sector Composition

1 Technology 15.69%
2 Financials 7.31%
3 Consumer Discretionary 6.53%
4 Healthcare 6.22%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10K 0.01%
+190
452
$10K 0.01%
400
-300
453
$10K 0.01%
+252
454
$10K 0.01%
+800
455
$10K 0.01%
153
+2
456
$10K 0.01%
414
457
$10K 0.01%
400
458
$9K 0.01%
29
459
$9K 0.01%
+40
460
$9K 0.01%
+250
461
$9K 0.01%
100
462
$9K 0.01%
100
-150
463
$9K 0.01%
166
-7
464
$9K 0.01%
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465
$9K 0.01%
203
466
$9K 0.01%
61
467
$9K 0.01%
103
468
$9K 0.01%
364
469
$8K 0.01%
149
470
$8K 0.01%
105
471
$8K 0.01%
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472
$8K 0.01%
79
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473
$8K 0.01%
300
474
$8K 0.01%
186
475
$8K 0.01%
100
17 18
19
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