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
$289M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$1.66M
3 +$1.6M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.38M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.28M

Sector Composition

1 Financials 7.13%
2 Technology 6.92%
3 Real Estate 5.89%
4 Industrials 5.88%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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