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
151
$457K 0.14%
+5,854
152
$453K 0.14%
+15,381
153
$432K 0.14%
+9,596
154
$414K 0.13%
+4,083
155
$394K 0.12%
+3,901
156
$390K 0.12%
+6,083
157
$378K 0.12%
+2,452
158
$376K 0.12%
+14,746
159
$375K 0.12%
+3,485
160
$373K 0.12%
+4,299
161
$362K 0.11%
+3,267
162
$354K 0.11%
+6,964
163
$348K 0.11%
+3,013
164
$346K 0.11%
+2,087
165
$341K 0.11%
+4,397
166
$341K 0.11%
+3,004
167
$333K 0.11%
+7,000
168
$333K 0.11%
+9,441
169
$329K 0.1%
+2,954
170
$318K 0.1%
+4,697
171
$317K 0.1%
+10,840
172
$314K 0.1%
+1,738
173
$298K 0.09%
+5,544
174
$289K 0.09%
+576
175
$284K 0.09%
+3,995
5 6
7
8 9