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
$316M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$7.18M
3 +$4.18M
4
BILL icon
BILL Holdings
BILL
+$2.95M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.48M

Sector Composition

1 Financials 29.33%
2 Communication Services 3.03%
3 Technology 2.87%
4 Energy 2.6%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
-2,500
78
-35,442