RCM

Ridgepath Capital Management Portfolio holdings

AUM $234M
1-Year Est. Return 16.26%
This Quarter Est. Return
1 Year Est. Return
+16.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.9M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$19.5M
2 +$8.95M
3 +$3.45M
4
PAYX icon
Paychex
PAYX
+$3.1M
5
PM icon
Philip Morris
PM
+$2.52M

Sector Composition

1 Technology 11.91%
2 Consumer Staples 9.97%
3 Financials 7.87%
4 Consumer Discretionary 0.8%
5 Materials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-24,276