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
$93.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$4.35M
2 +$3.71M
3 +$1.85M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.79M
5
T icon
AT&T
T
+$1.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.81%
2 Financials 7.57%
3 Consumer Staples 7.17%
4 Healthcare 6.84%
5 Communication Services 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$114K 0.12%
+1,035
177
$111K 0.12%
+3,885
178
$111K 0.12%
+4,467
179
$111K 0.12%
+2,793
180
$110K 0.12%
+1,234
181
$110K 0.12%
+4,258
182
$108K 0.12%
+2,456
183
$106K 0.11%
+3,863
184
$106K 0.11%
+2,219
185
$105K 0.11%
+1,292
186
$105K 0.11%
+803
187
$105K 0.11%
+547
188
$105K 0.11%
+4,548
189
$103K 0.11%
+386
190
$101K 0.11%
+1,509
191
$100K 0.11%
+1,904
192
$100K 0.11%
+1,920