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
$212M
AUM Growth
-$338K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$4.46M
2 +$1.53M
3 +$1.12M
4
GILD icon
Gilead Sciences
GILD
+$661K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$498K

Top Sells

1 +$2.01M
2 +$1.79M
3 +$1.52M
4
CPB icon
Campbell Soup
CPB
+$1.31M
5
MET icon
MetLife
MET
+$1.29M

Sector Composition

1 Technology 19.46%
2 Financials 10.31%
3 Healthcare 5.97%
4 Consumer Staples 5.59%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,602
152
-30,161