RCA

Ranch Capital Advisors Portfolio holdings

AUM $272M
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
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

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
676
$0 ﹤0.01%
100
677
$0 ﹤0.01%
11
678
$0 ﹤0.01%
100
679
$0 ﹤0.01%
100
680
-102
681
$0 ﹤0.01%
183
682
-925
683
$0 ﹤0.01%
+10
684
$0 ﹤0.01%
4