RCG
Resource Consulting Group Portfolio holdings
AUM
$584M
This Quarter Return
-1.61%
1 Year Return
+15.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$515M
AUM Growth
+$515M
(+1.9%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
3.43%
Top 10 Holdings %
Top 10 Hldgs %
92.71%
Holding
69
New
1
Increased
8
Reduced
19
Closed
17
Top Buys
Top Sells
| 1 |
Dimensional US Small Cap ETF
DFAS
|
$13.5M |
| 2 |
iRadimed
IRMD
|
$6.11M |
| 3 |
Truist Financial
TFC
|
$1.94M |
| 4 |
Dimensional International Value ETF
DFIV
|
$1.68M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$1.59M |
Sector Composition
| 1 | Financials | 2.07% |
| 2 | Technology | 1.8% |
| 3 | Industrials | 0.81% |
| 4 | Energy | 0.77% |
| 5 | Healthcare | 0.61% |
