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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
$274M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.41%
2 Healthcare 8.03%
3 Financials 7.79%
4 Consumer Discretionary 4.25%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,688
202
-5,700
203
-4,750
204
-1,996
205
-2,665
206
-5,544
207
-5,610
208
-5,295
209
-4,990
210
-2,606
211
-6,665
212
-5,755
213
-16,964
214
-2,087
215
-3,004