RCA

Ranch Capital Advisors Portfolio holdings

AUM $272M
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$804K
2 +$777K
3 +$740K
4
EG icon
Everest Group
EG
+$679K
5
CE icon
Celanese
CE
+$298K

Sector Composition

1 Technology 17.41%
2 Healthcare 8.65%
3 Financials 8.61%
4 Consumer Discretionary 6.31%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,490
152
-840