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
$160M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$1.5M
2 +$1.27M
3 +$1.01M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$818K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$735K

Sector Composition

1 Technology 21.86%
2 Healthcare 8.35%
3 Financials 7.95%
4 Consumer Discretionary 7.18%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-29,898
152
-10,129
153
-9,049