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
$53.7M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$1.41M
3 +$1.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.25M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.13M

Sector Composition

1 Healthcare 3.9%
2 Technology 3.02%
3 Industrials 2.51%
4 Financials 2.34%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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