RCM
Requisite Capital Management Portfolio holdings
AUM
$462M
This Quarter Return
+1.02%
1 Year Return
+8.05%
3 Year Return
+28.95%
5 Year Return
+102.88%
10 Year Return
–
AUM
$256M
AUM Growth
+$256M
(-1.2%)
Cap. Flow
-$5.08M
Cap. Flow
% of AUM
-1.98%
Top 10 Holdings %
Top 10 Hldgs %
62.71%
Holding
205
New
18
Increased
37
Reduced
10
Closed
118
Top Buys
| 1 |
Dow Inc
DOW
|
$3.07M |
| 2 |
Targa Resources
TRGP
|
$2.63M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
$2.37M |
| 4 |
Viper Energy
VNOM
|
$1.81M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.04M |
Top Sells
| 1 |
Ally Financial
ALLY
|
$9.38M |
| 2 |
Carvana
CVNA
|
$7.89M |
| 3 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
$2.34M |
| 4 |
VER
VEREIT, Inc.
VER
|
$1.97M |
| 5 |
Amazon
AMZN
|
$1.8M |
Sector Composition
| 1 | Financials | 17.88% |
| 2 | Energy | 7.05% |
| 3 | Communication Services | 4.56% |
| 4 | Technology | 4.09% |
| 5 | Consumer Discretionary | 2.06% |