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RCA

Resonant Capital Advisors Portfolio holdings

AUM $1.9B
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
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
401
$207K 0.01%
10,859
402
$202K 0.01%
+774
403
$202K 0.01%
+1,038
404
$201K 0.01%
31,016
+3,691
405
$200K 0.01%
+252
406
$200K 0.01%
+1,128
407
$200K 0.01%
+10,727
408
$119K 0.01%
+14,592
409
$98.8K 0.01%
+32,705
410
$83.3K 0.01%
+32,161
411
$50.1K ﹤0.01%
+11,785
412
$47.4K ﹤0.01%
+13,871
413
$22.6K ﹤0.01%
+12,498
414
– –
-10,000
415
– –
-6,133
416
– –
-17,081
417
– –
-3,027
418
– –
-5,000
419
– –
-2,387
420
– –
-5,497
421
– –
-6,723
422
– –
-1,299
423
– –
-10,298
424
– –
-4,215
425
– –
-7,448
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