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
51
$426K 0.15%
+7,489
52
$403K 0.14%
+971
53
$396K 0.14%
+7,758
54
$359K 0.13%
+3,181
55
$358K 0.13%
+2,165
56
$345K 0.12%
+2,486
57
$338K 0.12%
+3,276
58
$323K 0.11%
+12,389
59
$315K 0.11%
+3,016
60
$309K 0.11%
+2,194
61
$304K 0.11%
+4,965
62
$292K 0.1%
+2,549
63
$282K 0.1%
+5,025
64
$281K 0.1%
+1,940
65
$268K 0.09%
+5,123
66
$266K 0.09%
+557
67
$253K 0.09%
+1,223
68
$250K 0.09%
+4,140
69
$233K 0.08%
+1,566
70
$232K 0.08%
+2,959
71
$230K 0.08%
+5,893
72
$212K 0.07%
+1,588
1 2
3