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
$154M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$565K
3
+$248K
4
TAN icon
Invesco Solar ETF
TAN
+$189K
5
VZ icon
Verizon
VZ
+$187K

Top Sells

1
+$1.09M
2
+$1.05M
3
+$658K
4
BX icon
Blackstone
BX
+$643K
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
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