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
351
$258K 0.02%
11,483
352
$257K 0.02%
1,600
-595
353
$255K 0.02%
958
+50
354
$254K 0.02%
2,474
+537
355
$253K 0.02%
2,299
+266
356
$252K 0.02%
+3,099
357
$252K 0.02%
+1,354
358
$251K 0.02%
+3,730
359
$250K 0.02%
2,274
+1
360
$249K 0.02%
5,051
-3,373
361
$248K 0.02%
+2,829
362
$247K 0.02%
+4,238
363
$245K 0.02%
3,314
+579
364
$245K 0.02%
+488
365
$244K 0.02%
+1,261
366
$244K 0.02%
+2,064
367
$243K 0.02%
+474
368
$242K 0.02%
948
+110
369
$241K 0.02%
433
+78
370
$241K 0.02%
+13,158
371
$240K 0.02%
3,970
-62
372
$240K 0.02%
7,043
+1,369
373
$239K 0.02%
13,180
374
$237K 0.02%
3,401
+207
375
$237K 0.02%
+1,036
13 14
15
16 17