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
$478M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.9M
3
+$6.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.29M
5
OBDE
Blue Owl Capital Corporation III
OBDE
+$1.59M

Top Sells

1
+$13M
2
+$3.83M
3
+$2.57M
4
AAPL icon
Apple
AAPL
+$2.13M
5
FANG icon
Diamondback Energy
FANG
+$1.65M

Sector Composition

1 Energy 10.92%
2 Financials 1.33%
3 Technology 0.42%
4 Healthcare 0.42%
5 Materials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.1K 0.01%
10,000
77
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78
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83
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-8,625
84
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85
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86
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-4,820
87
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-1,940
88
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89
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-50,667
90
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-48,311
91
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-8,574
92
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-390
1 2 3
4