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
$160M
AUM Growth
-$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1 +$7.14M
2 +$5.21M
3 +$1.76M
4
IP icon
International Paper
IP
+$1.21M
5
PG icon
Procter & Gamble
PG
+$1.15M

Sector Composition

1 Technology 17.95%
2 Financials 8.89%
3 Consumer Discretionary 6.9%
4 Healthcare 6.2%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-37,507
702
-12
703
0
704
0
705
0
706
-364