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
501
$7K 0.01%
+400
502
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+250
503
$7K 0.01%
+122
504
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+75
505
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+1,228
506
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+150
507
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52
-4,089
508
$7K 0.01%
+100
509
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+68
510
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+107
511
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512
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+470
513
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+885
514
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515
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516
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517
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518
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519
$7K 0.01%
+655
520
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+500
521
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+168
522
$6K ﹤0.01%
+15
523
$6K ﹤0.01%
+199
524
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+98
525
$6K ﹤0.01%
+175