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
$938M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.7%
2 Healthcare 4.74%
3 Financials 4.22%
4 Consumer Discretionary 2.61%
5 Energy 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$972K 0.1%
8,292
+102
127
$954K 0.1%
10,987
+174
128
$947K 0.1%
643
+13
129
$914K 0.1%
4,530
+101
130
$892K 0.1%
20,107
+686
131
$887K 0.09%
7,741
+263
132
$884K 0.09%
20,696
+104
133
$876K 0.09%
2,918
+187
134
$832K 0.09%
41,362
135
$828K 0.09%
7,580
+74
136
$817K 0.09%
11,695
+98
137
$807K 0.09%
32,474
+1,452
138
$800K 0.09%
1,586
-232
139
$789K 0.08%
28,862
+804
140
$782K 0.08%
33,076
-44,274
141
$770K 0.08%
25,037
+1,881
142
$764K 0.08%
7,000
143
$761K 0.08%
18,068
+442
144
$749K 0.08%
2,181
+13
145
$717K 0.08%
11,835
+255
146
$712K 0.08%
1,405
+464
147
$704K 0.08%
2,815
+598
148
$697K 0.07%
4,803
+125
149
$672K 0.07%
5,438
+75
150
$656K 0.07%
15,000