RCA
Roberts Capital Advisors Portfolio holdings
AUM
$135M
This Quarter Return
+22.71%
1 Year Return
+28.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+18%)
Cap. Flow
-$62.7K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
48.71%
Holding
84
New
1
Increased
5
Reduced
2
Closed
6
Top Buys
| 1 |
Broadcom
AVGO
|
$1.15M |
| 2 |
JPMorgan Chase
JPM
|
$779K |
| 3 |
Goldman Sachs
GS
|
$271K |
| 4 |
DaVita
DVA
|
$253K |
| 5 |
Morgan Stanley
MS
|
$249K |
Top Sells
| 1 |
HCA Healthcare
HCA
|
$644K |
| 2 |
Merck
MRK
|
$551K |
| 3 |
Abbott
ABT
|
$490K |
| 4 |
Johnson & Johnson
JNJ
|
$477K |
| 5 |
Cooper Companies
COO
|
$422K |
Sector Composition
| 1 | Technology | 45.43% |
| 2 | Communication Services | 13.96% |
| 3 | Consumer Discretionary | 13.26% |
| 4 | Financials | 12.46% |
| 5 | Industrials | 7.13% |
