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
$299M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$34.7M
2 +$16.9M
3 +$11.7M
4
ET icon
Energy Transfer Partners
ET
+$4.01M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.85M

Sector Composition

1 Energy 8.77%
2 Consumer Discretionary 2.35%
3 Technology 1.64%
4 Healthcare 1.01%
5 Financials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,140
77
-61,195
78
-4,000
79
-1,550