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RCA

Resonant Capital Advisors Portfolio holdings

AUM $1.9B
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$8.36M
3
+$8.29M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.04M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4M

Top Sells

1
+$10.8M
2
+$3.15M
3
+$892K
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$750K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$428K

Sector Composition

1 Technology 7.39%
2 Financials 4.66%
3 Healthcare 4.29%
4 Consumer Discretionary 2.65%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$670K 0.05%
9,522
+650
177
$666K 0.05%
4,200
+325
178
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3,566
+219
179
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27,564
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180
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181
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6,285
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182
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183
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9,829
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184
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24,489
+6,097
185
$606K 0.05%
25,556
+6,352
186
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4,687
-150
187
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1,553
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188
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1,871
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189
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13,473
190
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1,688
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191
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193
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3,513
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194
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195
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8,261
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196
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10,167
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197
$531K 0.04%
4,119
+1,701
198
$530K 0.04%
6,794
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199
$527K 0.04%
4,932
+354
200
$525K 0.04%
3,038
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6 7
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