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
$78.7M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$8.94M
2 +$1.67M
3 +$657K
4
DUK icon
Duke Energy
DUK
+$360K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$322K

Sector Composition

1 Financials 5.99%
2 Technology 3.57%
3 Materials 2.3%
4 Industrials 1.02%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1K ﹤0.01%
+30