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
$232M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.22M
3
+$343K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$4.82K

Top Sells

1
+$5.74M
2
+$1.92M
3
+$1.45M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.41M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.12M

Sector Composition

1 Financials 3.6%
2 Technology 2.63%
3 Communication Services 1.11%
4 Healthcare 1.05%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,661
77
– –
-12,089
78
– –
-9,499
79
– –
-17,929
80
– –
-1,252
81
– –
-9,192
82
– –
-31,499
1 2 3
4