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
$580M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$86M
2
+$13.9M
3
+$12.9M
4
T icon
AT&T
T
+$5.92M
5
BILL icon
BILL Holdings
BILL
+$3.96M

Top Sells

1
+$16M
2
+$6.49M
3
+$5.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.76M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$4.55M

Sector Composition

1 Consumer Discretionary 32.92%
2 Financials 15.95%
3 Communication Services 2.02%
4 Energy 1.76%
5 Technology 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K 0.04%
2,741
-132
77
$125K 0.02%
+10,000
78
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85
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-8,000
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90
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-6,240
92
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93
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-450,000
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4