RCG

Resource Consulting Group Portfolio holdings

AUM $584M
1-Year Est. Return 15.38%
This Quarter Est. Return
1 Year Est. Return
+15.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$73.9M
3
+$71.8M
4
IRMD icon
iRadimed
IRMD
+$5.92M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.9%
2 Healthcare 2.81%
3 Technology 2.55%
4 Communication Services 1.37%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$862K 0.3%
+7,786
27
$860K 0.3%
+5,940
28
$854K 0.3%
+9,257
29
$834K 0.29%
+5,384
30
$823K 0.29%
+9,656
31
$797K 0.28%
+2,369
32
$794K 0.28%
+5,865
33
$751K 0.27%
+45,744
34
$722K 0.26%
+7,356
35
$717K 0.25%
+9,192
36
$708K 0.25%
+12,089
37
$666K 0.24%
+2,700
38
$641K 0.23%
+3,649
39
$600K 0.21%
+2,008
40
$590K 0.21%
+10,098
41
$587K 0.21%
+3,430
42
$578K 0.2%
+1,891
43
$558K 0.2%
+1,584
44
$535K 0.19%
+2,670
45
$527K 0.19%
+7,302
46
$515K 0.18%
+17,774
47
$484K 0.17%
+2,885
48
$449K 0.16%
+3,837
49
$427K 0.15%
+2,560
50
$427K 0.15%
+10,900
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