RCA
Resonant Capital Advisors Portfolio holdings
AUM
$1.57B
This Quarter Return
+14.07%
1 Year Return
+11.39%
3 Year Return
+39.14%
5 Year Return
+77.92%
10 Year Return
–
AUM
$422M
AUM Growth
+$422M
(+20%)
Cap. Flow
+$25.7M
Cap. Flow
% of AUM
6.08%
Top 10 Holdings %
Top 10 Hldgs %
47.33%
Holding
175
New
18
Increased
96
Reduced
38
Closed
4
Top Buys
| 1 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$2.71M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.58M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.4M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.26M |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$1.19M |
Top Sells
| 1 |
Invesco BuyBack Achievers ETF
PKW
|
$1.03M |
| 2 |
Apple
AAPL
|
$384K |
| 3 |
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
|
$352K |
| 4 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$281K |
| 5 |
Invesco S&P 500 Revenue ETF
RWL
|
$272K |
Sector Composition
| 1 | Technology | 6.93% |
| 2 | Financials | 5.5% |
| 3 | Healthcare | 5.44% |
| 4 | Consumer Discretionary | 3.05% |
| 5 | Consumer Staples | 2.43% |
