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
$321M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$20.1M
2 +$2.92M
3 +$1.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.74M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.67M

Top Sells

1 +$153M
2 +$12.6M
3 +$5.77M
4
T icon
AT&T
T
+$5.55M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.67M

Sector Composition

1 Energy 3.26%
2 Technology 2.78%
3 Communication Services 1.91%
4 Financials 1.79%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,000