RCA
Resonant Capital Advisors Portfolio holdings
AUM
$1.57B
This Quarter Return
-11.02%
1 Year Return
+11.39%
3 Year Return
+39.14%
5 Year Return
+77.92%
10 Year Return
–
AUM
$640M
AUM Growth
+$640M
(-5.1%)
Cap. Flow
+$50.4M
Cap. Flow
% of AUM
7.87%
Top 10 Holdings %
Top 10 Hldgs %
35.13%
Holding
262
New
38
Increased
126
Reduced
55
Closed
25
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.1M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.23M |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$2.2M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.99M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74M |
Sector Composition
| 1 | Healthcare | 6.3% |
| 2 | Technology | 6.2% |
| 3 | Financials | 5.54% |
| 4 | Consumer Staples | 2.91% |
| 5 | Consumer Discretionary | 2.86% |
