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 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
201
$127K 0.04%
+2,292
202
$78K 0.02%
+14,353