RK

Rather & Kittrell Portfolio holdings

AUM $505M
1-Year Est. Return 9.73%
This Quarter Est. Return
1 Year Est. Return
+9.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Materials 13.15%
2 Financials 6.69%
3 Consumer Discretionary 3.53%
4 Industrials 3.12%
5 Real Estate 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
+4
327
$0 ﹤0.01%
+14
328
0
329
$0 ﹤0.01%
+12
330
$0 ﹤0.01%
+57
331
$0 ﹤0.01%
+26
332
$0 ﹤0.01%
+1
333
$0 ﹤0.01%
+2
334
$0 ﹤0.01%
+1
335
0
336
$0 ﹤0.01%
+38
337
$0 ﹤0.01%
+7
338
$0 ﹤0.01%
+10