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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
$658M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$7.85M
3
+$6.29M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.89M
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$5.79M

Top Sells

1
+$16.7M
2
+$2.95M
3
+$1.93M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$1.92M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.33M

Sector Composition

1 Healthcare 5.96%
2 Technology 5.77%
3 Financials 4.99%
4 Consumer Discretionary 2.98%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.34%
9,935
-29
77
$2.16M 0.33%
63,529
+11,462
78
$2.07M 0.31%
16,415
+378
79
$2.07M 0.31%
11,028
-346
80
$2.05M 0.31%
47,008
-475
81
$2.04M 0.31%
14,811
-139
82
$2.02M 0.31%
55,001
+125
83
$2.01M 0.31%
14,880
-168
84
$1.94M 0.29%
9,504
-44
85
$1.88M 0.29%
19,946
+118
86
$1.82M 0.28%
21,081
-198
87
$1.79M 0.27%
85,823
+43,382
88
$1.71M 0.26%
28,404
+213
89
$1.61M 0.24%
11,983
+348
90
$1.57M 0.24%
43,033
+37
91
$1.57M 0.24%
4,859
+1,916
92
$1.54M 0.23%
18,289
-49
93
$1.49M 0.23%
12,886
+154
94
$1.4M 0.21%
88,143
+54,020
95
$1.4M 0.21%
68,512
+25,876
96
$1.38M 0.21%
36,242
-1,717
97
$1.29M 0.2%
50,110
-1,906
98
$1.29M 0.2%
14,937
+4
99
$1.22M 0.19%
12,598
+354
100
$1.22M 0.19%
26,450
2 3
4
5 6