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
$640M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$5.16M
3
+$4.92M
4
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$4.92M
5
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$4.41M

Top Sells

1
+$5.1M
2
+$2.23M
3
+$2.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.99M
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-8,866
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257
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258
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261
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262
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