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
$101M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$647K
3 +$585K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$561K
5
IBM icon
IBM
IBM
+$554K

Top Sells

1 +$848K
2 +$688K
3 +$659K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$624K
5
WMT icon
Walmart
WMT
+$568K

Sector Composition

1 Technology 11.64%
2 Healthcare 7.74%
3 Financials 6.67%
4 Consumer Staples 5.79%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-208