RCA

Reitz Capital Advisors Portfolio holdings

AUM $55.6M
1-Year Est. Return 12.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.55M
3
+$3.27M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.59M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.25M

Top Sells

1
+$1.21M
2
+$664K
3
+$321K
4
UPS icon
United Parcel Service
UPS
+$190K
5
APO icon
Apollo Global Management
APO
+$185K

Sector Composition

1 Technology 4.22%
2 Financials 3.86%
3 Materials 1.27%
4 Industrials 0.83%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
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