RCA
Resonant Capital Advisors Portfolio holdings
AUM
$1.82B
1-Year Est. Return
14.07%
This Fund
S&P 500
1 Year Est. Return
+14.07%
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 |
State Street 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
Aflac
AFL
$57.9B
| – | – |
-1,993
|
|
||
452
American International
AIG
$40.1B
| – | – |
-2,741
|
|
||
453
Axon Enterprise
AXON
$40.5B
| – | – |
-253
|
|
||
454
Crown Castle
CCI
$37.9B
| – | – |
-2,474
|
|
||
455
Colgate-Palmolive
CL
$68.7B
| – | – |
-2,565
|
|
||
456
Chipotle Mexican Grill
CMG
$51.7B
| – | – |
-5,294
|
|
||
457
CyberArk
CYBR
$21.7B
| – | – |
-724
|
|
||
458
Consolidated Edison
ED
$38.2B
| – | – |
-2,071
|
|
||
459
Equinix
EQIX
$81.1B
| – | – |
-252
|
|