We are live on ! Find out more
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
$154M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$856K
2
+$558K
3
+$240K
4
TAN icon
Invesco Solar ETF
TAN
+$215K
5
VZ icon
Verizon
VZ
+$188K

Top Sells

1
+$1.13M
2
+$1.05M
3
+$663K
4
RIO icon
Rio Tinto
RIO
+$658K
5
AES icon
AES
AES
+$354K

Sector Composition

1 Technology 21.03%
2 Financials 8.87%
3 Consumer Discretionary 7.6%
4 Healthcare 6.09%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$203K 0.13%
6,353
+1
152
$202K 0.13%
12,618
+124
153
$167K 0.11%
13,500
-800
154
$150K 0.1%
11,050
-813
155
$127K 0.08%
10,750
-200
156
$3K ﹤0.01%
10,000
157
– –
-217
158
– –
-25
159
– –
-2,874
160
– –
-1,800
161
– –
-900
162
– –
-2,100
163
– –
-600
164
– –
-777
165
– –
-525
166
– –
-262
167
– –
-2,685
168
– –
-300
169
– –
-20
170
– –
-600
171
– –
-1,180
172
– –
-196
173
– –
-4
174
– –
-226
175
– –
-50
5 6
7
8 9