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
$325M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$17.7M
2 +$5.78M
3 +$1.77M
4
EPD icon
Enterprise Products Partners
EPD
+$940K
5
OEF icon
iShares S&P 100 ETF
OEF
+$477K

Sector Composition

1 Energy 3.73%
2 Technology 1.47%
3 Financials 1.09%
4 Materials 0.65%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,180
77
-3,606
78
-38,957