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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
501
$6K ﹤0.01%
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502
$6K ﹤0.01%
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503
$6K ﹤0.01%
122
504
$6K ﹤0.01%
30
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505
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-600
506
$6K ﹤0.01%
885
507
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900
508
$6K ﹤0.01%
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509
$6K ﹤0.01%
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$6K ﹤0.01%
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512
$6K ﹤0.01%
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$6K ﹤0.01%
375
514
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100
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$6K ﹤0.01%
250
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$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
90
+30
525
$5K ﹤0.01%
103
19 20
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