RCA
Resonant Capital Advisors Portfolio holdings
AUM
$1.57B
This Quarter Return
+8.32%
1 Year Return
+11.39%
3 Year Return
+39.14%
5 Year Return
+77.92%
10 Year Return
–
AUM
$802M
AUM Growth
+$802M
(+22%)
Cap. Flow
+$92.3M
Cap. Flow
% of AUM
11.51%
Top 10 Holdings %
Top 10 Hldgs %
33.46%
Holding
269
New
45
Increased
134
Reduced
57
Closed
11
Top Buys
Top Sells
| 1 |
JPMorgan Municipal ETF
JMUB
|
$2.73M |
| 2 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
$2.11M |
| 3 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$2.05M |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$1.83M |
| 5 |
Walt Disney
DIS
|
$1.3M |
Sector Composition
| 1 | Healthcare | 5.62% |
| 2 | Technology | 5.2% |
| 3 | Financials | 4.86% |
| 4 | Consumer Discretionary | 2.77% |
| 5 | Energy | 2.76% |
