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
$395M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$4.25M
3
+$3.83M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.48M
5
MSFT icon
Microsoft
MSFT
+$3.25M

Top Sells

1
+$11.3M
2
+$7.75M
3
+$7.31M
4
CALY
Callaway Golf Company
CALY
+$4.27M
5
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$1.37M

Sector Composition

1 Energy 16.86%
2 Technology 2.51%
3 Financials 1.09%
4 Materials 0.55%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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91
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