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
$351M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$3.85M
3
+$2.8M
4
AHCO icon
AdaptHealth
AHCO
+$2.65M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.22M

Top Sells

1
+$1.1M
2
+$1.06M
3
+$1.03M
4
BX icon
Blackstone
BX
+$959K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$896K

Sector Composition

1 Financials 2.54%
2 Healthcare 2.29%
3 Technology 0.97%
4 Consumer Discretionary 0.52%
5 Consumer Staples 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
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