RCM
Requisite Capital Management Portfolio holdings
AUM
$462M
This Quarter Return
-1.82%
1 Year Return
+8.05%
3 Year Return
+28.95%
5 Year Return
+102.88%
10 Year Return
–
AUM
$322M
AUM Growth
+$322M
(+0.42%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
3.13%
Top 10 Holdings %
Top 10 Hldgs %
80.99%
Holding
97
New
18
Increased
26
Reduced
20
Closed
17
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$27.7M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$7.51M |
| 3 |
Topgolf Callaway Brands
MODG
|
$7.23M |
| 4 |
Northern Oil and Gas
NOG
|
$4.82M |
| 5 |
Global X Lithium & Battery Tech ETF
LIT
|
$1.54M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$18.7M |
| 2 |
Invesco QQQ Trust
QQQ
|
$6.12M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$4.03M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$2.5M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$2.3M |
Sector Composition
| 1 | Energy | 5.97% |
| 2 | Consumer Discretionary | 2.57% |
| 3 | Financials | 1.66% |
| 4 | Technology | 1.43% |
| 5 | Healthcare | 1.15% |
