RCA

Resonant Capital Advisors Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.39%
This Quarter Est. Return
1 Year Est. Return
+11.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.9M
3
+$9.43M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$8.93M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.01%
2 Financials 8.64%
3 Healthcare 7.57%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.6%
+36,066
52
$1.89M 0.6%
+39,482
53
$1.89M 0.6%
+11,059
54
$1.85M 0.58%
+26,531
55
$1.84M 0.58%
+7,653
56
$1.84M 0.58%
+6,260
57
$1.83M 0.58%
+11,757
58
$1.77M 0.56%
+8,952
59
$1.77M 0.56%
+8,305
60
$1.67M 0.53%
+14,081
61
$1.67M 0.53%
+7,950
62
$1.67M 0.53%
+12,042
63
$1.66M 0.52%
+7,613
64
$1.6M 0.51%
+53,726
65
$1.49M 0.47%
+58,692
66
$1.48M 0.47%
+40,878
67
$1.46M 0.46%
+13,705
68
$1.45M 0.46%
+13,395
69
$1.43M 0.45%
+4,823
70
$1.4M 0.44%
+24,848
71
$1.38M 0.44%
+14,156
72
$1.35M 0.43%
+28,202
73
$1.34M 0.42%
+30,255
74
$1.34M 0.42%
+46,265
75
$1.33M 0.42%
+6,254
1 2
3
4 5