RCM

Rotella Capital Management Portfolio holdings

AUM $1.47M
1-Year Est. Return 12.33%
This Quarter Est. Return
1 Year Est. Return
-12.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$1.5M
3 +$1.16M
4
REX icon
REX American Resources
REX
+$1.12M
5
CUK icon
Carnival PLC
CUK
+$1.08M

Top Sells

1 +$3.9M
2 +$3.33M
3 +$2.91M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.88M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.74M

Sector Composition

1 Consumer Discretionary 20.79%
2 Technology 12.31%
3 Healthcare 10.97%
4 Industrials 7.43%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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