RCA

Rex Capital Advisors Portfolio holdings

AUM $152M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
-17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$946K
3 +$941K
4
AMWL icon
American Well
AMWL
+$702K
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$675K

Sector Composition

1 Financials 2.24%
2 Communication Services 1.77%
3 Industrials 0.77%
4 Real Estate 0.74%
5 Technology 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,900