RCM
Rotation Capital Management Portfolio holdings
AUM
$85.2M
This Quarter Return
+29.11%
1 Year Return
+59.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$81.4M
AUM Growth
–
Cap. Flow
+$81.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
88.28%
Holding
26
New
23
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 28.36% |
| 2 | Consumer Discretionary | 16.69% |
| 3 | Industrials | 10.24% |
| 4 | Materials | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR S&P 500 ETF Trust
SPY
$658B
| – | – | 0 | – | – |
|