RCM

Requisite Capital Management Portfolio holdings

AUM $595M
1-Year Est. Return 10.53%
This Quarter Est. Return
1 Year Est. Return
+10.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
-$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$3.96M
3
+$3.63M
4
UBER icon
Uber
UBER
+$1.03M
5
TSLA icon
Tesla
TSLA
+$906K

Top Sells

1
+$10.5M
2
+$8.45M
3
+$6.61M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.87M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.29M

Sector Composition

1 Energy 13.88%
2 Financials 3.08%
3 Technology 1.85%
4 Consumer Discretionary 0.79%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$401K 0.09%
2,108
-315
52
$389K 0.09%
2,000
53
$387K 0.09%
3,253
-1,838
54
$381K 0.09%
4,144
-984
55
$376K 0.08%
7,024
56
$371K 0.08%
5,143
-3,502
57
$357K 0.08%
40,900
58
$325K 0.07%
611
+28
59
$314K 0.07%
+2,436
60
$310K 0.07%
+566
61
$309K 0.07%
5,295
+20
62
$306K 0.07%
3,295
63
$299K 0.07%
960
-171
64
$293K 0.07%
1,700
65
$289K 0.07%
877
-7
66
$277K 0.06%
1,383
+8
67
$257K 0.06%
1,735
-945
68
$252K 0.06%
21,513
-256
69
$234K 0.05%
+1,766
70
$231K 0.05%
58,578
71
$224K 0.05%
1,252
72
$218K 0.05%
79,723
73
$218K 0.05%
+4,795
74
$217K 0.05%
229
-277
75
$216K 0.05%
+3,537
1 2
3
4 5