RCA
Ranch Capital Advisors Portfolio holdings
AUM
$231M
This Quarter Return
+2.24%
1 Year Return
+21.91%
3 Year Return
+81.18%
5 Year Return
+131.39%
10 Year Return
–
AUM
$93.3M
AUM Growth
–
Cap. Flow
+$93.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.45%
Holding
209
New
209
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$4.35M |
| 2 |
Microsoft
MSFT
|
$3.71M |
| 3 |
Apple
AAPL
|
$1.85M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.79M |
| 5 |
AT&T
T
|
$1.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.81% |
| 2 | Financials | 7.57% |
| 3 | Consumer Staples | 7.17% |
| 4 | Healthcare | 6.84% |
| 5 | Communication Services | 5.65% |
