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
$122M
AUM Growth
-$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$684K
2 +$646K
3 +$641K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$321K
5
DIS icon
Walt Disney
DIS
+$254K

Top Sells

1 +$804K
2 +$691K
3 +$679K
4
IRM icon
Iron Mountain
IRM
+$645K
5
CE icon
Celanese
CE
+$298K

Sector Composition

1 Technology 17.95%
2 Healthcare 8.65%
3 Financials 8.61%
4 Consumer Discretionary 6.31%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,490
152
-840