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
176
$278K 0.09%
+2,080
177
$275K 0.09%
+5,700
178
$267K 0.08%
+2,817
179
$263K 0.08%
+2,403
180
$259K 0.08%
+17,740
181
$255K 0.08%
+6,000
182
$249K 0.08%
+3,345
183
$248K 0.08%
+12,464
184
$246K 0.08%
+1,199
185
$244K 0.08%
+13,823
186
$243K 0.08%
+2,665
187
$234K 0.07%
+1,996
188
$233K 0.07%
+3,033
189
$231K 0.07%
+2,887
190
$227K 0.07%
+4,990
191
$222K 0.07%
+5,610
192
$222K 0.07%
+7,010
193
$219K 0.07%
+5,500
194
$218K 0.07%
+2,606
195
$217K 0.07%
+6,665
196
$213K 0.07%
+646
197
$213K 0.07%
+5,295
198
$207K 0.07%
+5,755
199
$203K 0.06%
+7,917
200
$195K 0.06%
+15,197
5 6 7
8
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