ROC

River Oaks Capital Portfolio holdings

AUM $67.9M
1-Year Est. Return 13.55%
This Quarter Est. Return
1 Year Est. Return
-13.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.4M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$1.03M
3 +$686K
4
TFC icon
Truist Financial
TFC
+$631K
5
USB icon
US Bancorp
USB
+$627K

Top Sells

1 +$2.05M
2 +$922K
3 +$875K
4
PACW
PacWest Bancorp
PACW
+$606K
5
WAL icon
Western Alliance Bancorporation
WAL
+$583K

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-26,400
52
-3,000