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
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.22%
2 Healthcare 8.86%
3 Industrials 7.46%
4 Consumer Staples 7%
5 Technology 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$7K 0.01%
+84
202
$6K 0.01%
+55
203
$6K 0.01%
+100
204
$5K ﹤0.01%
+375
205
$4K ﹤0.01%
+41
206
$4K ﹤0.01%
+40
207
$4K ﹤0.01%
+119
208
$3K ﹤0.01%
+200
209
$3K ﹤0.01%
+44
210
$2K ﹤0.01%
+18
211
$1K ﹤0.01%
+37
212
$1K ﹤0.01%
+32
213
$0 ﹤0.01%
+4