RCA

Resonant Capital Advisors Portfolio holdings

AUM $1.72B
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$658M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.8M
3
+$6.06M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.74M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$5.57M

Top Sells

1
+$14.8M
2
+$2.83M
3
+$1.86M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.86M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.2M

Sector Composition

1 Healthcare 5.96%
2 Technology 5.77%
3 Financials 4.99%
4 Consumer Discretionary 2.98%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
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