RCA

Rowland Carmichael Advisors Portfolio holdings

AUM $316M
1-Year Est. Return 18.07%
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$1.06M
3
+$901K
4
RINF icon
ProShares Inflation Expectations ETF
RINF
+$835K
5
CHRW icon
C.H. Robinson
CHRW
+$823K

Top Sells

1
+$1.16M
2
+$933K
3
+$881K
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$864K
5
SRCL
Stericycle Inc
SRCL
+$792K

Sector Composition

1 Financials 10.4%
2 Real Estate 8.56%
3 Healthcare 8.32%
4 Industrials 8.32%
5 Technology 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2K ﹤0.01%
18
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$2K ﹤0.01%
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$1K ﹤0.01%
25
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304
$1K ﹤0.01%
32
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