RCA
Resonant Capital Advisors Portfolio holdings
AUM
$1.57B
1-Year Est. Return
11.39%
1 Year Est. Return
+11.39%
AUM
$1.43B
AUM Growth
+$63.6M
(+4.6%)
Holding
378
Top Buys
| 1 | +$9.06M | |
| 2 | +$6.33M | |
| 3 | +$5.66M | |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$5.5M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$5.3M |
Top Sells
| 1 | +$15.9M | |
| 2 | +$1.46M | |
| 3 | +$1.06M | |
| 4 |
iShares MSCI Pacific ex Japan ETF
EPP
|
+$482K |
| 5 |
Chipotle Mexican Grill
CMG
|
+$316K |
Sector Composition
| 1 | Technology | 6.77% |
| 2 | Financials | 5.15% |
| 3 | Healthcare | 3.9% |
| 4 | Consumer Discretionary | 2.59% |
| 5 | Communication Services | 2.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Icon
ICLR
$15B
| – | – |
-958
|
|
||
377
Target
TGT
$42.9B
| – | – |
-1,762
|
|
||
378
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.83B
| – | – |
-2,670
|
|