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
$259M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$2.77M
3
+$2.09M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.89M
5
AMZN icon
Amazon
AMZN
+$1.8M

Top Sells

1
+$91.5M
2
+$878K
3
+$639K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$634K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$479K

Sector Composition

1 Financials 21.53%
2 Energy 5.95%
3 Consumer Discretionary 5.3%
4 Communication Services 4.42%
5 Technology 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K ﹤0.01%
+250
152
$8K ﹤0.01%
+44
153
$7K ﹤0.01%
+17
154
$7K ﹤0.01%
+115
155
$6K ﹤0.01%
+510
156
$4K ﹤0.01%
+82
157
$4K ﹤0.01%
+48
158
$4K ﹤0.01%
+156
159
$3K ﹤0.01%
+412
160
$3K ﹤0.01%
+315
161
$3K ﹤0.01%
+200
162
$3K ﹤0.01%
+59
163
$3K ﹤0.01%
+238
164
$2K ﹤0.01%
+17
165
$2K ﹤0.01%
+14
166
$2K ﹤0.01%
+13
167
$2K ﹤0.01%
+29
168
$2K ﹤0.01%
+100
169
$1K ﹤0.01%
+10
170
$1K ﹤0.01%
+18
171
$1K ﹤0.01%
+14
172
$1K ﹤0.01%
+7
173
$1K ﹤0.01%
+11
174
$1K ﹤0.01%
+5
175
$1K ﹤0.01%
+6
4 5 6
7
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