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
$490M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$6.43M
2 +$6.31M
3 +$5.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.25M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.53M

Sector Composition

1 Energy 11.94%
2 Financials 2.78%
3 Technology 2.29%
4 Consumer Discretionary 0.78%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,934
102
-7,500