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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
576
$2K ﹤0.01%
58
577
$2K ﹤0.01%
100
578
$2K ﹤0.01%
20
579
$2K ﹤0.01%
36
-82
580
$2K ﹤0.01%
44
581
$2K ﹤0.01%
428
582
$2K ﹤0.01%
194
583
$2K ﹤0.01%
10
584
$2K ﹤0.01%
25
585
$2K ﹤0.01%
+400
586
$2K ﹤0.01%
100
587
$2K ﹤0.01%
+210
588
$2K ﹤0.01%
364
589
$2K ﹤0.01%
103
590
$2K ﹤0.01%
35
-50
591
$1K ﹤0.01%
125
592
$1K ﹤0.01%
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593
$1K ﹤0.01%
15
594
$1K ﹤0.01%
40
+25
595
$1K ﹤0.01%
12
596
$1K ﹤0.01%
10
597
$1K ﹤0.01%
35
598
$1K ﹤0.01%
50
599
$1K ﹤0.01%
+10
600
$1K ﹤0.01%
32
22 23
24
25 26