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
376
$235K 0.02%
2,741
+386
377
$234K 0.02%
+7,976
378
$234K 0.01%
10,432
+604
379
$233K 0.01%
+4,049
380
$233K 0.01%
+2,565
381
$232K 0.01%
1,711
382
$229K 0.01%
+1,168
383
$227K 0.01%
+2,677
384
$226K 0.01%
+782
385
$225K 0.01%
10,248
386
$225K 0.01%
904
+14
387
$224K 0.01%
+4,152
388
$221K 0.01%
11,259
389
$219K 0.01%
3,447
-20
390
$217K 0.01%
+906
391
$217K 0.01%
+3,845
392
$216K 0.01%
+512
393
$216K 0.01%
+1,416
394
$215K 0.01%
+308
395
$214K 0.01%
+958
396
$214K 0.01%
+2,741
397
$210K 0.01%
+1,993
398
$209K 0.01%
+253
399
$208K 0.01%
+2,071
400
$207K 0.01%
+1,508
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