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
$82.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$10.7M
3
+$8.24M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$7.35M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$5.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.61%
2 Materials 1.68%
3 Technology 1.14%
4 Energy 1.06%
5 Real Estate 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$558K 0.67%
+24,518
27
$443K 0.54%
+4,469
28
$431K 0.52%
+8,750
29
$393K 0.48%
+10,689
30
$378K 0.46%
+7,802
31
$333K 0.4%
+14,212
32
$332K 0.4%
+20,134
33
$332K 0.4%
+12,460
34
$321K 0.39%
+32,780
35
$317K 0.38%
+6,792
36
$278K 0.34%
+19,644
37
$270K 0.33%
+17,530
38
$241K 0.29%
+5,155
39
$236K 0.29%
+1,825
40
$218K 0.26%
+3,190
41
$108K 0.13%
+2,477
1
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