RCM

Requisite Capital Management Portfolio holdings

AUM $527M
1-Year Est. Return 9.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$2.93M
3
+$2.39M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.73M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M

Top Sells

1
+$153M
2
+$12.1M
3
+$5.77M
4
T icon
AT&T
T
+$5.55M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.53M

Sector Composition

1 Energy 3.26%
2 Technology 2.78%
3 Communication Services 1.91%
4 Financials 1.79%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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