RCA
Resonant Capital Advisors Portfolio holdings
AUM
$1.82B
1-Year Est. Return
14.07%
This Fund
S&P 500
1 Year Est. Return
+14.07%
AUM
$881M
AUM Growth
+$79.2M
(+9.9%)
Holding
271
Top Buys
| 1 | +$16M | |
| 2 | +$4.83M | |
| 3 | +$4.21M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.77M |
| 5 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$3.57M |
Top Sells
| 1 | +$3.81M | |
| 2 | +$2.78M | |
| 3 | +$2.77M | |
| 4 |
ISEM
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Emerging Markets ETF
ISEM
|
+$1.94M |
| 5 |
IBML
iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
|
+$1.81M |
Sector Composition
| 1 | Technology | 5.67% |
| 2 | Healthcare | 4.81% |
| 3 | Financials | 4.37% |
| 4 | Consumer Discretionary | 2.66% |
| 5 | Energy | 2.39% |