RCM
Ridgepath Capital Management Portfolio holdings
AUM
$218M
1-Year Est. Return
15.17%
This Fund
S&P 500
1 Year Est. Return
+15.17%
AUM
$234M
AUM Growth
+$16.7M
(+7.7%)
Holding
52
Top Buys
| 1 | +$8.73M | |
| 2 | +$7.81M | |
| 3 | +$5.82M | |
| 4 |
ProShares UltraPro S&P 500
UPRO
|
+$2.74M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$859K |
Top Sells
| 1 | +$8.38M | |
| 2 | +$8.21M | |
| 3 | +$1.97M | |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$1.56M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.22M |
Sector Composition
| 1 | Consumer Staples | 6.31% |
| 2 | Technology | 5.13% |
| 3 | Financials | 4.2% |
| 4 | Communication Services | 2.02% |
| 5 | Consumer Discretionary | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares 20+ Year Treasury Bond ETF
TLT
$44.8B
| – | – |
-22,332
|
|
||
52
JPMorgan Chase
JPM
$873B
| – | – |
-1,555
|
|