RCA
Resonant Capital Advisors Portfolio holdings
AUM
$1.72B
1-Year Est. Return
11.7%
1 Year Est. Return
+11.7%
AUM
$1.72B
AUM Growth
+$150M
(+9.6%)
Holding
459
Top Buys
| 1 | +$30M | |
| 2 | +$16M | |
| 3 | +$7.7M | |
| 4 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$7.05M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$6.57M |
Top Sells
| 1 | +$31.5M | |
| 2 | +$9.37M | |
| 3 | +$1.63M | |
| 4 |
J.M. Smucker
SJM
|
+$1.31M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$880K |
Sector Composition
| 1 | Technology | 8.71% |
| 2 | Financials | 5.09% |
| 3 | Healthcare | 3.55% |
| 4 | Consumer Discretionary | 3.05% |
| 5 | Communication Services | 2.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
HubSpot
HUBS
$16.3B
| – | – |
-433
|
|
||
452
Lockheed Martin
LMT
$135B
| – | – |
-796
|
|
||
453
Lloyds Banking Group
LYG
$80.6B
| – | – |
-11,785
|
|
||
454
Republic Services
RSG
$65.3B
| – | – |
-1,120
|
|
||
455
Texas Instruments
TXN
$174B
| – | – |
-1,915
|
|
||
456
United Microelectronic
UMC
$23.4B
| – | – |
-14,592
|
|
||
457
United Parcel Service
UPS
$90.7B
| – | – |
-2,810
|
|
||
458
Wipro
WIT
$28.8B
| – | – |
-32,705
|
|
||
459
Zoetis
ZTS
$54.9B
| – | – |
-2,382
|
|