RCA

Resonant Capital Advisors Portfolio holdings

AUM $1.82B
1-Year Est. Return 14.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4M
3
+$3.32M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$2.83M
5
NVDA icon
NVIDIA
NVDA
+$2.71M

Top Sells

1
+$13.3M
2
+$1.82M
3
+$1.78M
4
UPS icon
United Parcel Service
UPS
+$1.03M
5
RHI icon
Robert Half
RHI
+$932K

Sector Composition

1 Technology 8.62%
2 Financials 5.48%
3 Healthcare 3.64%
4 Consumer Discretionary 2.83%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$559K 0.04%
5,992
+1,843
227
$550K 0.04%
+6,330
228
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3,154
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229
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+1,102
230
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231
$522K 0.03%
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232
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233
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234
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235
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237
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238
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239
$507K 0.03%
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240
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241
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243
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244
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245
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246
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247
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2,105
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248
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7,310
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249
$458K 0.03%
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250
$457K 0.03%
6,288
+168
8 9
10
11 12