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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
$139M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$609K
3
+$592K
4
NATI
National Instruments Corp
NATI
+$542K
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$462K

Top Sells

1
+$696K
2
+$546K
3
+$543K
4
NEE icon
NextEra Energy
NEE
+$541K
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$451K

Sector Composition

1 Technology 15.91%
2 Healthcare 6.19%
3 Financials 5.83%
4 Consumer Discretionary 5.43%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1K ﹤0.01%
2
602
$1K ﹤0.01%
15
-1
603
$1K ﹤0.01%
100
604
$1K ﹤0.01%
122
605
$1K ﹤0.01%
103
606
$1K ﹤0.01%
100
607
$1K ﹤0.01%
125
608
$1K ﹤0.01%
18
609
$1K ﹤0.01%
68
610
$0 ﹤0.01%
31
611
– –
-800
612
– –
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$0 ﹤0.01%
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614
$0 ﹤0.01%
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$0 ﹤0.01%
1
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– –
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617
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618
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-127
619
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0
620
– –
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621
$0 ﹤0.01%
100
622
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623
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$0 ﹤0.01%
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625
$0 ﹤0.01%
100
23 24
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