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
$217M
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$63.9M
2 +$10.8M
3 +$9.5M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$8.05M
5
QID icon
ProShares UltraShort QQQ
QID
+$4.89M

Top Sells

1 +$5.84M
2 +$4.01M
3 +$3.4M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$3.22M
5
VZ icon
Verizon
VZ
+$1.63M

Sector Composition

1 Consumer Staples 5.99%
2 Technology 5.34%
3 Financials 5.33%
4 Communication Services 1.9%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,037
52
-11,440
53
-13,485