RA

Resource America Portfolio holdings

AUM $40M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
-20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.9M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$2.02M
3 +$1.88M
4
WHF icon
WhiteHorse Finance
WHF
+$1.62M
5
KRC icon
Kilroy Realty
KRC
+$1.59M

Top Sells

1 +$7.63M
2 +$7.38M
3 +$7.13M
4
MPW icon
Medical Properties Trust
MPW
+$7.07M
5
DOC icon
Healthpeak Properties
DOC
+$6.89M

Sector Composition

1 Financials 50.95%
2 Real Estate 30.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-150,000
27
-225,000