RCM
RB Capital Management Portfolio holdings
AUM
$442M
This Quarter Return
+9.45%
1 Year Return
+17.55%
3 Year Return
+78%
5 Year Return
+131.78%
10 Year Return
–
AUM
$259M
AUM Growth
+$259M
(+14%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
3.88%
Top 10 Holdings %
Top 10 Hldgs %
38.39%
Holding
167
New
18
Increased
116
Reduced
19
Closed
1
Top Buys
| 1 |
Fortinet
FTNT
|
$1.44M |
| 2 |
Northrop Grumman
NOC
|
$899K |
| 3 |
NVIDIA
NVDA
|
$548K |
| 4 |
Microsoft
MSFT
|
$462K |
| 5 |
Vanguard Information Technology ETF
VGT
|
$460K |
Top Sells
Sector Composition
| 1 | Technology | 25.29% |
| 2 | Consumer Discretionary | 14.01% |
| 3 | Financials | 11.18% |
| 4 | Communication Services | 10.2% |
| 5 | Consumer Staples | 7.1% |
