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
$108M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Sells

1 +$2.15M
2 +$1.01M
3 +$684K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$531K
5
MCD icon
McDonald's
MCD
+$496K

Sector Composition

1 Communication Services 7.67%
2 Technology 2.92%
3 Healthcare 2.6%
4 Financials 2.32%
5 Consumer Discretionary 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$194K 0.18%
+10,712
52
-71,804
53
-5,420
54
-25,622
55
-5,291
56
-3,433
57
-10,926