RCA

Reitz Capital Advisors Portfolio holdings

AUM $55.6M
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.6M
AUM Growth
-$526K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$846K

Top Sells

1 +$1.47M
2 +$803K
3 +$318K
4
KMI icon
Kinder Morgan
KMI
+$185K

Sector Composition

1 Technology 3.45%
2 Materials 2.76%
3 Financials 0.94%
4 Energy 0.75%
5 Real Estate 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPYD icon
26
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.06B
-20,488