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
$142M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$688K
2 +$431K
3 +$365K
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$289K
5
SCCO icon
Southern Copper
SCCO
+$287K

Top Sells

1 +$993K
2 +$814K
3 +$786K
4
ATVI
Activision Blizzard
ATVI
+$558K
5
WRB icon
W.R. Berkley
WRB
+$393K

Sector Composition

1 Technology 20.77%
2 Healthcare 8.57%
3 Financials 7.96%
4 Consumer Discretionary 7.03%
5 Industrials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,476
152
-6,524