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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
$166M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Sells

1 +$6.44M
2 +$5.16M
3 +$1.55M
4
AVGO icon
Broadcom
AVGO
+$1.4M
5
IP icon
International Paper
IP
+$1.15M

Sector Composition

1 Technology 16.15%
2 Financials 7.66%
3 Consumer Discretionary 6.36%
4 Healthcare 5.41%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$0 ﹤0.01%
7
702
$0 ﹤0.01%
15
703
-1,424
704
$0 ﹤0.01%
66
+33
705
$0 ﹤0.01%
1