RCM

Requisite Capital Management Portfolio holdings

AUM $462M
1-Year Est. Return 8.05%
This Quarter Est. Return
1 Year Est. Return
+8.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$19.3M
2 +$10.3M
3 +$1.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
TSM icon
TSMC
TSM
+$489K

Top Sells

1 +$12.6M
2 +$10.2M
3 +$8.39M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.93M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.12M

Sector Composition

1 Financials 22.99%
2 Communication Services 3.33%
3 Technology 2.38%
4 Energy 1.59%
5 Consumer Discretionary 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-102